-4.5%
LUNR vs IVZ
+30.5%
-35.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.2% | -9.4% | -9.3% |
| 7D | -14.3% | +2.6% | -17.0% | -16.5% |
| 30D | -30.5% | -3.5% | -27.0% | -28.0% |
| 3M | -28.9% | -7.4% | -21.5% | -23.6% |
| 6M | -60.8% | +14.7% | -75.5% | -65.3% |
| YTD | -38.8% | +14.6% | -53.4% | -50.8% |
| 1Y | -4.5% | +30.7% | -35.2% | -34.4% |
| All | -4.5% | +30.5% | -35.1% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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