+48.7%
LUNR vs NVMI
+168.3%
-119.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.5% |
| 7D | -3.1% | -0.1% | -3.0% | -3.0% |
| 30D | -15.3% | -8.4% | -6.9% | -12.2% |
| 3M | -53.2% | -33.6% | -19.6% | -45.4% |
| 6M | -22.2% | -14.7% | -7.5% | -17.3% |
| YTD | -11.6% | +13.2% | -24.8% | -14.1% |
| 1Y | +68.4% | +29.0% | +39.4% | +58.6% |
| 3Y | +216.8% | +215.0% | +1.8% | +172.3% |
| All | +48.7% | +168.3% | -119.6% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 5y: compounded portfolio wealth divided by compounded NVMI 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…
5y analysis · Full analysis span regression · 6 months rolling