+24.8%
LUNR vs FN
+211.6%
-186.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +11.9% | +3.1% | +10.5% |
| 7D | +22.1% | +16.3% | +5.8% | +16.3% |
| 30D | -8.7% | -24.7% | +16.0% | +1.0% |
| 3M | -26.6% | -34.9% | +8.3% | -15.5% |
| 6M | -58.4% | -41.1% | -17.3% | -50.8% |
| YTD | -25.8% | -19.6% | -6.2% | -21.7% |
| 1Y | +25.5% | -18.5% | +44.1% | +32.8% |
| 3Y | +300.0% | +119.1% | +180.9% | +265.7% |
| All | +24.8% | +211.6% | -186.8% | +18.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling