+50.1%
LUNR vs FE
+5.8%
+44.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | +0.5% |
| 7D | +24.2% | +1.2% | +22.9% | +25.2% |
| 30D | +18.0% | +4.5% | +13.4% | +21.8% |
| 3M | -26.0% | +1.3% | -27.3% | -25.0% |
| 6M | -63.6% | +8.7% | -72.2% | -61.2% |
| YTD | -19.9% | +9.2% | -29.1% | -11.9% |
| 1Y | +50.1% | +7.0% | +43.1% | +65.9% |
| All | +50.1% | +5.8% | +44.3% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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