+51.5%
LUNR vs IQV
-4.3%
+55.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.3% | -2.2% |
| 7D | -0.5% | -5.3% | +4.7% | +0.2% |
| 30D | -11.3% | +5.5% | -16.8% | -12.1% |
| 3M | -44.9% | +41.2% | -86.1% | -48.5% |
| 6M | -17.3% | +50.5% | -67.8% | -24.0% |
| YTD | -9.9% | +14.1% | -24.1% | -14.1% |
| 1Y | +76.1% | +39.9% | +36.2% | +63.2% |
| 3Y | +240.0% | +20.5% | +219.5% | +206.5% |
| All | +51.5% | -4.3% | +55.9% | +37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling