+75.9%
LUNR vs IOT
+14.9%
+61.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.7% | -3.0% | +0.2% |
| 7D | -3.6% | -2.3% | -1.3% | -3.3% |
| 30D | +5.9% | +3.8% | +2.1% | +5.1% |
| 3M | -56.0% | +14.2% | -70.1% | -57.4% |
| 6M | -20.5% | +40.1% | -60.6% | -28.6% |
| YTD | -8.7% | +13.4% | -22.1% | -12.5% |
| 1Y | +75.9% | +12.2% | +63.7% | +74.8% |
| All | +75.9% | +14.9% | +61.0% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 1y: compounded portfolio wealth divided by compounded IOT 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…
1y analysis · Full analysis span regression · 6 months rolling