+222.7%
LUNR vs FND
-50.8%
+273.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.5% |
| 7D | -0.5% | -5.1% | +4.5% | +1.4% |
| 30D | -11.3% | -22.5% | +11.2% | -1.9% |
| 3M | -44.9% | -5.0% | -39.9% | -44.9% |
| 6M | -17.3% | -21.5% | +4.2% | -10.7% |
| YTD | -9.9% | -23.0% | +13.1% | -3.0% |
| 1Y | +76.1% | -44.9% | +121.0% | +120.1% |
| All | +222.7% | -50.8% | +273.5% | +252.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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