+76.1%
LUNR vs FIVE
+69.1%
+7.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.2% | -0.8% |
| 7D | -0.5% | +0.6% | -1.1% | -0.8% |
| 30D | -11.3% | +3.0% | -14.3% | -13.6% |
| 3M | -44.9% | +23.2% | -68.1% | -51.5% |
| 6M | -17.3% | +9.2% | -26.5% | -22.5% |
| YTD | -9.9% | +28.1% | -38.0% | -24.7% |
| 1Y | +76.1% | +65.3% | +10.9% | +29.5% |
| All | +76.1% | +69.1% | +7.1% | +29.5% |
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