+76.1%
LUNR vs FN
+6.6%
+69.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -0.4% |
| 7D | -0.5% | +2.3% | -2.8% | -1.7% |
| 30D | -11.3% | -23.2% | +11.9% | -0.1% |
| 3M | -44.9% | -30.4% | -14.5% | -35.8% |
| 6M | -17.3% | -25.6% | +8.3% | -6.9% |
| YTD | -9.9% | -11.3% | +1.4% | -13.6% |
| 1Y | +76.1% | +8.4% | +67.7% | +72.2% |
| All | +76.1% | +6.6% | +69.5% | +72.2% |
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 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