+34.7%
LUNR vs FFIV
+32.2%
+2.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.7% | +2.4% | +1.0% |
| 7D | +24.2% | -0.5% | +24.7% | +24.6% |
| 30D | +18.0% | -32.4% | +50.4% | +39.6% |
| 3M | -26.0% | -25.7% | -0.3% | -16.4% |
| 6M | -63.6% | -13.5% | -50.1% | -61.7% |
| YTD | -19.9% | +21.1% | -41.0% | -26.6% |
| 1Y | +50.1% | +29.4% | +20.7% | +34.3% |
| 3Y | +374.5% | +94.9% | +279.6% | +359.8% |
| All | +34.7% | +32.2% | +2.5% | +33.2% |
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