+48.7%
LUNR vs FHN
+68.2%
-19.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.6% |
| 7D | -3.1% | -1.2% | -1.9% | -2.6% |
| 30D | -15.3% | -4.8% | -10.5% | -13.4% |
| 3M | -53.2% | -0.7% | -52.4% | -53.3% |
| 6M | -22.2% | +10.6% | -32.8% | -25.9% |
| YTD | -11.6% | +4.6% | -16.2% | -13.8% |
| 1Y | +68.4% | +11.4% | +57.1% | +60.8% |
| 3Y | +216.8% | +132.3% | +84.5% | +168.2% |
| All | +48.7% | +68.2% | -19.5% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 10y: compounded portfolio wealth divided by compounded FHN 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…
10y analysis · Full analysis span regression · 6 months rolling