+51.5%
LUNR vs NVMI
+164.1%
-112.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | -0.1% | -1.3% |
| 7D | -0.5% | +3.8% | -4.3% | -2.0% |
| 30D | -11.3% | -7.6% | -3.7% | -8.3% |
| 3M | -44.9% | -28.0% | -16.9% | -37.5% |
| 6M | -17.3% | -15.3% | -2.0% | -11.7% |
| YTD | -9.9% | +11.5% | -21.4% | -11.9% |
| 1Y | +76.1% | +31.6% | +44.6% | +65.3% |
| 3Y | +240.0% | +207.0% | +33.0% | +194.1% |
| All | +51.5% | +164.1% | -112.6% | +35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling