+54.8%
LUNR vs IBB
+35.1%
+19.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -4.2% |
| 7D | +0.5% | -3.9% | +4.4% | +2.7% |
| 30D | -5.3% | +2.7% | -8.1% | -7.1% |
| 3M | -45.6% | +21.4% | -67.0% | -51.4% |
| 6M | -17.4% | +20.1% | -37.4% | -25.4% |
| YTD | -7.9% | +21.9% | -29.8% | -17.5% |
| 1Y | +77.6% | +44.1% | +33.5% | +50.2% |
| 3Y | +247.4% | +63.4% | +184.1% | +189.1% |
| All | +54.8% | +35.1% | +19.7% | +27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling