+35.0%
LUNR vs FN
+201.3%
-166.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -4.1% | +11.1% | +8.5% |
| 7D | +51.2% | +20.8% | +30.4% | +41.6% |
| 30D | +7.0% | -17.3% | +24.3% | +14.6% |
| 3M | -23.1% | -38.1% | +15.0% | -10.0% |
| 6M | -59.4% | -44.2% | -15.2% | -51.2% |
| YTD | -19.7% | -22.3% | +2.6% | -14.3% |
| 1Y | +39.5% | -20.9% | +60.4% | +49.0% |
| 3Y | +357.2% | +111.1% | +246.1% | +322.4% |
| All | +35.0% | +201.3% | -166.2% | +29.3% |
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