+229.8%
LUNR vs FDS
-32.7%
+262.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.4% | -1.3% | -4.3% |
| 7D | +0.5% | -8.8% | +9.3% | +1.7% |
| 30D | -5.3% | -1.4% | -4.0% | -5.4% |
| 3M | -45.6% | +13.9% | -59.5% | -47.7% |
| 6M | -17.4% | +27.4% | -44.8% | -24.5% |
| YTD | -7.9% | -2.5% | -5.5% | -5.3% |
| 1Y | +77.6% | -23.8% | +101.4% | +106.6% |
| All | +229.8% | -32.7% | +262.5% | +292.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling