+34.7%
LUNR vs FHN
+61.7%
-27.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.7% | -0.5% |
| 7D | +24.2% | +2.1% | +22.0% | +23.1% |
| 30D | +18.0% | +3.8% | +14.2% | +16.0% |
| 3M | -26.0% | -8.9% | -17.0% | -22.6% |
| 6M | -63.6% | +1.8% | -65.4% | -63.9% |
| YTD | -19.9% | +0.6% | -20.5% | -20.4% |
| 1Y | +50.1% | +12.9% | +37.2% | +42.3% |
| 3Y | +374.5% | +126.4% | +248.1% | +309.2% |
| All | +34.7% | +61.7% | -27.0% | +21.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling