+50.1%
LUNR vs EXR
+25.3%
+24.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +24.2% | -0.4% | +24.6% | +24.4% |
| 30D | +18.0% | +18.2% | -0.2% | +9.0% |
| 3M | -26.0% | +7.3% | -33.3% | -28.3% |
| 6M | -63.6% | +13.8% | -77.4% | -66.4% |
| YTD | -19.9% | +25.9% | -45.8% | -31.9% |
| 1Y | +50.1% | +25.8% | +24.3% | +27.1% |
| All | +50.1% | +25.3% | +24.8% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EXR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling