+51.5%
LUNR vs ITOT
+64.5%
-13.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.5% |
| 7D | -0.5% | -2.0% | +1.5% | +1.5% |
| 30D | -11.3% | -2.0% | -9.3% | -9.4% |
| 3M | -44.9% | +4.5% | -49.5% | -46.8% |
| 6M | -17.3% | +12.6% | -30.0% | -24.1% |
| YTD | -9.9% | +12.0% | -21.9% | -16.6% |
| 1Y | +76.1% | +17.3% | +58.9% | +59.7% |
| 3Y | +240.0% | +75.2% | +164.8% | +206.4% |
| All | +51.5% | +64.5% | -13.0% | +45.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling