-4.5%
LUNR vs PEG
-6.2%
+1.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.6% | -5.8% | -5.3% |
| 7D | -14.3% | +1.0% | -15.4% | -14.5% |
| 30D | -30.5% | +6.6% | -37.1% | -31.3% |
| 3M | -28.9% | -3.1% | -25.7% | -28.8% |
| 6M | -60.8% | -7.4% | -53.5% | -60.6% |
| YTD | -38.8% | -6.4% | -32.4% | -39.9% |
| 1Y | -4.5% | -7.4% | +2.9% | -5.5% |
| All | -4.5% | -6.2% | +1.7% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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