+68.4%
LUNR vs IBB
+44.5%
+23.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -2.0% | -2.0% |
| 7D | -3.1% | -4.2% | +1.1% | +2.4% |
| 30D | -15.3% | +1.1% | -16.4% | -18.1% |
| 3M | -53.2% | +19.0% | -72.2% | -65.6% |
| 6M | -22.2% | +18.9% | -41.1% | -42.5% |
| YTD | -11.6% | +20.3% | -31.9% | -37.8% |
| 1Y | +68.4% | +41.5% | +26.9% | +7.0% |
| All | +68.4% | +44.5% | +23.9% | +7.0% |
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