-4.5%
LUNR vs IAG
+56.5%
-61.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +10.2% | -15.5% | -11.4% |
| 7D | -14.3% | +1.1% | -15.4% | -15.5% |
| 30D | -30.5% | -5.3% | -25.3% | -28.6% |
| 3M | -28.9% | +18.0% | -46.9% | -37.9% |
| 6M | -60.8% | +7.1% | -67.9% | -63.6% |
| YTD | -38.8% | +5.9% | -44.8% | -43.1% |
| 1Y | -4.5% | +59.4% | -63.9% | -28.8% |
| All | -4.5% | +56.5% | -61.1% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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