+48.7%
LUNR vs FIVN
-81.6%
+130.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.2% | -2.3% |
| 7D | -3.1% | -7.8% | +4.7% | -0.8% |
| 30D | -15.3% | -1.7% | -13.6% | -15.4% |
| 3M | -53.2% | +47.2% | -100.4% | -59.8% |
| 6M | -22.2% | +82.7% | -104.9% | -40.5% |
| YTD | -11.6% | +52.9% | -64.5% | -29.0% |
| 1Y | +68.4% | +17.5% | +51.0% | +49.6% |
| 3Y | +216.8% | -55.8% | +272.6% | +260.4% |
| All | +48.7% | -81.6% | +130.3% | +82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling