-4.5%
LUNR vs IQV
+25.1%
-29.6%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.5% | -5.7% | -5.3% |
| 7D | -14.3% | -5.5% | -8.9% | -13.5% |
| 30D | -30.5% | -0.9% | -29.6% | -30.3% |
| 3M | -28.9% | +15.6% | -44.5% | -30.2% |
| 6M | -60.8% | +63.9% | -124.7% | -67.2% |
| YTD | -38.8% | +17.0% | -55.8% | -47.8% |
| 1Y | -4.5% | +25.0% | -29.6% | -23.2% |
| All | -4.5% | +25.1% | -29.6% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 IQV 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