+48.7%
LUNR vs INCY
+84.5%
-35.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.4% | -1.5% |
| 7D | -3.1% | -4.2% | +1.1% | -2.3% |
| 30D | -15.3% | +0.6% | -15.9% | -15.5% |
| 3M | -53.2% | +12.6% | -65.8% | -54.6% |
| 6M | -22.2% | +28.3% | -50.5% | -27.0% |
| YTD | -11.6% | +23.0% | -34.6% | -16.2% |
| 1Y | +68.4% | +41.0% | +27.5% | +56.0% |
| 3Y | +216.8% | +88.6% | +128.2% | +167.5% |
| All | +48.7% | +84.5% | -35.8% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling