-4.5%
LUNR vs ITOT
+14.7%
-19.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.5% | -6.8% | -11.3% |
| 7D | -14.3% | -0.7% | -13.7% | -12.0% |
| 30D | -30.5% | -1.1% | -29.4% | -26.8% |
| 3M | -28.9% | -0.8% | -28.1% | -25.4% |
| 6M | -60.8% | +7.0% | -67.8% | -68.3% |
| YTD | -38.8% | +13.3% | -52.2% | -61.0% |
| 1Y | -4.5% | +14.8% | -19.3% | -41.5% |
| All | -4.5% | +14.7% | -19.2% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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