+75.9%
LUNR vs IBB
+51.5%
+24.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.9% |
| 7D | -3.6% | +1.4% | -5.1% | -5.5% |
| 30D | +5.9% | +10.5% | -4.6% | -9.5% |
| 3M | -56.0% | +23.6% | -79.6% | -68.7% |
| 6M | -20.5% | +22.6% | -43.1% | -42.9% |
| YTD | -8.7% | +25.7% | -34.4% | -38.6% |
| 1Y | +75.9% | +51.4% | +24.5% | +5.6% |
| All | +75.9% | +51.5% | +24.4% | +5.6% |
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