+48.7%
LUNR vs IT
-46.1%
+94.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.3% | -7.1% | -2.7% |
| 7D | -3.1% | -3.7% | +0.6% | -2.6% |
| 30D | -15.3% | +0.1% | -15.4% | -15.8% |
| 3M | -53.2% | +20.7% | -73.8% | -55.7% |
| 6M | -22.2% | +12.0% | -34.2% | -25.7% |
| YTD | -11.6% | -28.8% | +17.2% | -5.0% |
| 1Y | +68.4% | -25.5% | +93.9% | +78.3% |
| 3Y | +216.8% | -48.8% | +265.5% | +308.3% |
| All | +48.7% | -46.1% | +94.8% | +91.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 5y: compounded portfolio wealth divided by compounded IT 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…
5y analysis · Full analysis span regression · 6 months rolling