+216.8%
LUNR vs IOT
+23.8%
+192.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.7% | -1.8% |
| 7D | -3.1% | -4.5% | +1.4% | -1.1% |
| 30D | -15.3% | -2.4% | -12.9% | -14.9% |
| 3M | -53.2% | +19.0% | -72.1% | -58.0% |
| 6M | -22.2% | +19.6% | -41.9% | -32.4% |
| YTD | -11.6% | +8.3% | -19.8% | -21.6% |
| 1Y | +68.4% | -0.8% | +69.2% | +57.2% |
| 3Y | +216.8% | +24.4% | +192.4% | +159.5% |
| All | +216.8% | +23.8% | +192.9% | +159.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling