+22.0%
LUNR vs IP
-2.1%
+24.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +2.9% | +12.1% | +14.3% |
| 7D | +22.1% | -3.0% | +25.1% | +22.8% |
| 30D | -8.7% | +10.6% | -19.3% | -10.7% |
| 3M | -26.6% | -13.6% | -13.0% | -25.3% |
| 6M | -58.4% | +10.4% | -68.9% | -60.1% |
| YTD | -25.8% | -6.5% | -19.3% | -30.5% |
| All | +22.0% | -2.1% | +24.1% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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