+54.8%
LUNR vs FFIV
+73.0%
-18.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.9% | -8.6% | -6.5% |
| 7D | +0.5% | +3.5% | -2.9% | -1.2% |
| 30D | -5.3% | -1.3% | -4.0% | -5.1% |
| 3M | -45.6% | +2.4% | -48.0% | -46.3% |
| 6M | -17.4% | +41.8% | -59.2% | -29.4% |
| YTD | -7.9% | +58.5% | -66.5% | -24.5% |
| 1Y | +77.6% | +24.3% | +53.3% | +59.0% |
| 3Y | +247.4% | +152.0% | +95.4% | +200.2% |
| All | +54.8% | +73.0% | -18.2% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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