+48.7%
LUNR vs INDA
+3.8%
+44.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.3% |
| 7D | -3.1% | -2.7% | -0.4% | -1.8% |
| 30D | -15.3% | -2.8% | -12.6% | -14.1% |
| 3M | -53.2% | +1.6% | -54.8% | -53.6% |
| 6M | -22.2% | -1.4% | -20.8% | -21.8% |
| YTD | -11.6% | -10.1% | -1.4% | -8.6% |
| 1Y | +68.4% | -8.8% | +77.2% | +73.3% |
| 3Y | +216.8% | +7.6% | +209.2% | +233.8% |
| All | +48.7% | +3.8% | +44.9% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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