+216.8%
LUNR vs ITOT
+75.8%
+141.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -4.1% |
| 7D | -3.1% | -0.9% | -2.2% | -0.8% |
| 30D | -15.3% | -1.5% | -13.9% | -12.0% |
| 3M | -53.2% | +3.6% | -56.7% | -57.1% |
| 6M | -22.2% | +13.7% | -35.9% | -41.7% |
| YTD | -11.6% | +12.9% | -24.5% | -32.4% |
| 1Y | +68.4% | +17.2% | +51.2% | +21.2% |
| 3Y | +216.8% | +75.6% | +141.2% | +15.4% |
| All | +216.8% | +75.8% | +141.0% | +15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling