-59.4%
LUNR vs IONS
-64.1%
+4.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -3.6% | +10.6% | +7.2% |
| 7D | +51.2% | -29.6% | +80.8% | +53.6% |
| 30D | +7.0% | -35.6% | +42.5% | +11.8% |
| 3M | -23.1% | -51.7% | +28.6% | -15.5% |
| 6M | -59.4% | -64.0% | +4.6% | -58.2% |
| All | -59.4% | -64.1% | +4.7% | -58.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling