-4.5%
LUNR vs FN
-25.7%
+21.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -6.0% | +0.7% | -2.1% |
| 7D | -14.3% | -7.0% | -7.3% | -11.2% |
| 30D | -30.5% | -24.7% | -5.8% | -19.7% |
| 3M | -28.9% | -35.7% | +6.8% | -12.2% |
| 6M | -60.8% | -52.4% | -8.4% | -44.4% |
| YTD | -38.8% | -25.0% | -13.9% | -39.4% |
| 1Y | -4.5% | -25.7% | +21.1% | -5.6% |
| All | -4.5% | -25.7% | +21.2% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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