-4.5%
LUNR vs FIVN
+55.4%
-59.9%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.6% | -6.9% | -5.5% |
| 7D | -14.3% | -3.4% | -10.9% | -13.8% |
| 30D | -30.5% | +5.8% | -36.3% | -31.1% |
| 3M | -28.9% | +22.0% | -50.9% | -31.0% |
| 6M | -60.8% | +55.7% | -116.6% | -62.9% |
| YTD | -38.8% | +81.3% | -120.1% | -44.8% |
| 1Y | -4.5% | +58.0% | -62.5% | -3.8% |
| All | -4.5% | +55.4% | -59.9% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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