+68.4%
LUNR vs IVZ
+49.7%
+18.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.9% |
| 7D | -3.1% | -2.4% | -0.7% | -1.0% |
| 30D | -15.3% | +3.0% | -18.4% | -17.9% |
| 3M | -53.2% | +14.9% | -68.0% | -59.4% |
| 6M | -22.2% | +36.7% | -59.0% | -41.9% |
| YTD | -11.6% | +25.7% | -37.3% | -33.5% |
| 1Y | +68.4% | +47.7% | +20.7% | +11.2% |
| All | +68.4% | +49.7% | +18.7% | +11.2% |
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