+62.5%
LUNR vs FIVE
+16.4%
+46.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.7% | +5.1% | +5.7% |
| 7D | +6.5% | +3.7% | +2.9% | +5.4% |
| 30D | -4.4% | +4.0% | -8.4% | -5.7% |
| 3M | -47.3% | +36.2% | -83.5% | -51.9% |
| 6M | -11.1% | +18.0% | -29.1% | -15.7% |
| YTD | -3.4% | +34.9% | -38.3% | -11.6% |
| 1Y | +85.8% | +67.9% | +17.9% | +60.8% |
| 3Y | +264.7% | +57.3% | +207.3% | +182.5% |
| All | +62.5% | +16.4% | +46.1% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling