-4.5%
LUNR vs IBB
+42.2%
-46.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.6% | -7.9% | -8.5% |
| 7D | -14.3% | +2.2% | -16.5% | -16.7% |
| 30D | -30.5% | +6.3% | -36.8% | -35.8% |
| 3M | -28.9% | +16.3% | -45.2% | -43.4% |
| 6M | -60.8% | +30.0% | -90.8% | -74.1% |
| YTD | -38.8% | +31.1% | -70.0% | -62.4% |
| 1Y | -4.5% | +42.0% | -46.5% | -50.4% |
| All | -4.5% | +42.2% | -46.7% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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