+216.8%
LUNR vs NUE
+61.7%
+155.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.9% |
| 7D | -3.1% | -0.6% | -2.5% | -2.8% |
| 30D | -15.3% | -4.6% | -10.8% | -12.8% |
| 3M | -53.2% | -0.3% | -52.8% | -54.0% |
| 6M | -22.2% | +51.9% | -74.1% | -43.8% |
| YTD | -11.6% | +60.0% | -71.6% | -38.7% |
| 1Y | +68.4% | +82.9% | -14.5% | +6.4% |
| 3Y | +216.8% | +66.0% | +150.8% | +91.5% |
| All | +216.8% | +61.7% | +155.1% | +91.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 3y: compounded portfolio wealth divided by compounded NUE 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…
3y analysis · Full analysis span regression · 6 months rolling