+53.5%
LUNR vs FN
+246.9%
-193.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | -0.3% |
| 7D | -3.6% | -1.7% | -2.0% | -3.1% |
| 30D | +5.9% | -22.0% | +27.8% | +14.6% |
| 3M | -56.0% | -43.0% | -13.0% | -47.6% |
| 6M | -20.5% | -27.7% | +7.3% | -12.6% |
| YTD | -8.7% | -10.5% | +1.8% | -7.3% |
| 1Y | +75.9% | +12.5% | +63.4% | +69.3% |
| 3Y | +202.9% | +153.8% | +49.1% | +167.2% |
| All | +53.5% | +246.9% | -193.4% | +39.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling