+222.7%
LUNR vs FHN
+130.7%
+92.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.9% | -2.9% |
| 7D | -0.5% | -0.8% | +0.3% | +0.2% |
| 30D | -11.3% | -2.6% | -8.7% | -9.0% |
| 3M | -44.9% | +0.8% | -45.8% | -46.1% |
| 6M | -17.3% | +9.2% | -26.5% | -25.4% |
| YTD | -9.9% | +5.1% | -15.0% | -16.2% |
| 1Y | +76.1% | +12.2% | +63.9% | +54.1% |
| All | +222.7% | +130.7% | +92.1% | +64.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling