+8.5%
LUNR vs IP
-12.8%
+21.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.5% | +0.8% | +20.6% | +21.1% |
| 7D | -1.9% | -5.1% | +3.2% | 0.0% |
| 30D | -27.3% | +8.5% | -35.9% | -29.6% |
| 3M | -29.9% | -13.8% | -16.0% | -26.0% |
| 6M | -60.2% | +5.7% | -66.0% | -61.8% |
| YTD | -35.5% | -9.1% | -26.4% | -35.9% |
| 1Y | +9.5% | -0.8% | +10.3% | +4.5% |
| 3Y | +226.2% | +14.8% | +211.4% | +224.6% |
| All | +8.5% | -12.8% | +21.3% | +8.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling