+62.5%
LUNR vs IBN
+51.2%
+11.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.5% | +8.4% | +6.1% |
| 7D | +6.5% | -2.2% | +8.7% | +6.7% |
| 30D | -4.4% | -2.3% | -2.1% | -4.2% |
| 3M | -47.3% | +15.9% | -63.1% | -47.8% |
| 6M | -11.1% | +5.6% | -16.7% | -11.8% |
| YTD | -3.4% | -0.1% | -3.3% | -4.2% |
| 1Y | +85.8% | -6.5% | +92.3% | +84.1% |
| 3Y | +264.7% | +29.3% | +235.3% | +270.3% |
| All | +62.5% | +51.2% | +11.3% | +78.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling