+51.5%
LUNR vs NUE
+147.0%
-95.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.8% |
| 7D | -0.5% | -2.7% | +2.1% | +0.3% |
| 30D | -11.3% | -6.1% | -5.2% | -9.5% |
| 3M | -44.9% | +2.2% | -47.1% | -45.7% |
| 6M | -17.3% | +50.8% | -68.1% | -27.6% |
| YTD | -9.9% | +57.5% | -67.5% | -22.2% |
| 1Y | +76.1% | +82.5% | -6.3% | +46.4% |
| 3Y | +240.0% | +61.7% | +178.3% | +178.2% |
| All | +51.5% | +147.0% | -95.5% | +24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling