-4.5%
LUNR vs FDS
+31.1%
-35.6%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.9% | -8.1% | -4.7% |
| 7D | -14.3% | +9.4% | -23.8% | -12.9% |
| 30D | -30.5% | +23.8% | -54.3% | -28.1% |
| 3M | -28.9% | +25.1% | -54.0% | -26.2% |
| 6M | -60.8% | +53.8% | -114.6% | -60.0% |
| YTD | -38.8% | +19.6% | -58.4% | -29.9% |
| 1Y | -4.5% | +31.6% | -36.2% | +4.4% |
| All | -4.5% | +31.1% | -35.6% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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