+216.8%
LUNR vs INCY
+89.7%
+127.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.4% | -1.3% |
| 7D | -3.1% | -4.2% | +1.1% | -1.6% |
| 30D | -15.3% | +0.6% | -15.9% | -15.6% |
| 3M | -53.2% | +12.6% | -65.8% | -55.8% |
| 6M | -22.2% | +28.3% | -50.5% | -30.7% |
| YTD | -11.6% | +23.0% | -34.6% | -19.9% |
| 1Y | +68.4% | +41.0% | +27.5% | +44.4% |
| 3Y | +216.8% | +88.6% | +128.2% | +108.1% |
| All | +216.8% | +89.7% | +127.1% | +108.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 3y: compounded portfolio wealth divided by compounded INCY 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…
3y analysis · Full analysis span regression · 6 months rolling