+62.5%
LUNR vs LTH
+117.3%
-54.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.8% | +7.6% | +6.2% |
| 7D | +6.5% | +1.5% | +5.0% | +6.2% |
| 30D | -4.4% | -3.1% | -1.3% | -3.9% |
| 3M | -47.3% | +28.1% | -75.4% | -49.8% |
| 6M | -11.1% | +67.4% | -78.5% | -18.9% |
| YTD | -3.4% | +59.8% | -63.2% | -11.3% |
| 1Y | +85.8% | +45.6% | +40.2% | +72.6% |
| 3Y | +264.7% | +162.0% | +102.7% | +243.5% |
| All | +62.5% | +117.3% | -54.9% | +53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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