+229.1%
LUNR vs FN
+166.1%
+63.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | -0.8% |
| 7D | -3.6% | -1.7% | -2.0% | -2.9% |
| 30D | +5.9% | -22.0% | +27.8% | +18.1% |
| 3M | -56.0% | -43.0% | -13.0% | -43.6% |
| 6M | -20.5% | -27.7% | +7.3% | -10.4% |
| YTD | -8.7% | -10.5% | +1.8% | -10.1% |
| 1Y | +75.9% | +12.5% | +63.4% | +56.1% |
| All | +229.1% | +166.1% | +63.0% | +92.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling