+26.2%
LUNR vs FIVE
+14.9%
+11.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.5% |
| 7D | +22.7% | -0.5% | +23.2% | +23.2% |
| 30D | -5.3% | +17.4% | -22.7% | -9.6% |
| 3M | -26.1% | +7.0% | -33.1% | -27.8% |
| 6M | -62.4% | +20.5% | -82.9% | -64.7% |
| YTD | -25.0% | +33.1% | -58.1% | -31.1% |
| 1Y | +29.0% | +67.1% | -38.1% | +11.8% |
| 3Y | +327.4% | +41.9% | +285.5% | +234.0% |
| All | +26.2% | +14.9% | +11.4% | -1.1% |
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 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