-4.5%
LUNR vs NTR
+36.7%
-41.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.0% | -9.2% | -5.8% |
| 7D | -14.3% | +4.3% | -18.7% | -15.0% |
| 30D | -30.5% | +2.6% | -33.1% | -30.8% |
| 3M | -28.9% | +8.5% | -37.4% | -30.2% |
| 6M | -60.8% | -3.3% | -57.5% | -60.2% |
| YTD | -38.8% | +19.6% | -58.4% | -47.4% |
| 1Y | -4.5% | +37.6% | -42.1% | -30.0% |
| All | -4.5% | +36.7% | -41.2% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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