+48.7%
LUNR vs FND
-65.7%
+114.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.0% |
| 7D | -3.1% | -5.8% | +2.6% | -2.2% |
| 30D | -15.3% | -20.2% | +4.9% | -12.3% |
| 3M | -53.2% | -12.0% | -41.2% | -52.5% |
| 6M | -22.2% | -18.5% | -3.7% | -20.3% |
| YTD | -11.6% | -22.3% | +10.7% | -8.9% |
| 1Y | +68.4% | -47.6% | +116.1% | +81.7% |
| 3Y | +216.8% | -49.8% | +266.5% | +239.8% |
| All | +48.7% | -65.7% | +114.4% | +60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling