+54.8%
LUNR vs IONS
+72.5%
-17.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.2% | -3.5% | -4.6% |
| 7D | +0.5% | -8.7% | +9.2% | +1.1% |
| 30D | -5.3% | -1.6% | -3.7% | -5.3% |
| 3M | -45.6% | -24.9% | -20.7% | -45.0% |
| 6M | -17.4% | -25.7% | +8.3% | -16.4% |
| YTD | -7.9% | -29.2% | +21.2% | -6.5% |
| 1Y | +77.6% | -13.0% | +90.7% | +81.5% |
| 3Y | +247.4% | +35.9% | +211.5% | +252.4% |
| All | +54.8% | +72.5% | -17.7% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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