-4.5%
LUNR vs FIVE
+63.3%
-67.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.7% | -11.9% | -8.7% |
| 7D | -14.3% | +7.5% | -21.8% | -17.8% |
| 30D | -30.5% | +16.7% | -47.2% | -36.5% |
| 3M | -28.9% | +13.4% | -42.2% | -34.8% |
| 6M | -60.8% | +9.0% | -69.9% | -63.1% |
| YTD | -38.8% | +33.8% | -72.6% | -53.9% |
| 1Y | -4.5% | +61.2% | -65.7% | -45.1% |
| All | -4.5% | +63.3% | -67.8% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 1y: compounded portfolio wealth divided by compounded FIVE 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…
1y analysis · Full analysis span regression · 6 months rolling