+51.5%
LUNR vs IBN
+47.7%
+3.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.6% | -2.1% |
| 7D | -0.5% | -5.5% | +4.9% | -0.1% |
| 30D | -11.3% | -3.4% | -7.9% | -11.1% |
| 3M | -44.9% | +8.7% | -53.6% | -45.2% |
| 6M | -17.3% | +3.7% | -21.0% | -17.8% |
| YTD | -9.9% | -2.4% | -7.5% | -10.5% |
| 1Y | +76.1% | -8.1% | +84.2% | +74.9% |
| 3Y | +240.0% | +26.3% | +213.7% | +245.9% |
| All | +51.5% | +47.7% | +3.8% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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