+54.8%
LUNR vs FE
+41.8%
+13.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.7% |
| 7D | +0.5% | -0.2% | +0.7% | +0.5% |
| 30D | -5.3% | -1.2% | -4.1% | -5.3% |
| 3M | -45.6% | +1.7% | -47.3% | -45.7% |
| 6M | -17.4% | -7.5% | -9.9% | -16.9% |
| YTD | -7.9% | +6.3% | -14.3% | -8.6% |
| 1Y | +77.6% | +10.9% | +66.8% | +75.7% |
| 3Y | +247.4% | +46.9% | +200.5% | +241.4% |
| All | +54.8% | +41.8% | +13.0% | +48.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling