+222.7%
LUNR vs PEG
+32.0%
+190.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -2.0% | -2.0% |
| 7D | -0.5% | -0.9% | +0.4% | +0.3% |
| 30D | -11.3% | -2.8% | -8.5% | -9.3% |
| 3M | -44.9% | -6.9% | -38.0% | -42.0% |
| 6M | -17.3% | -11.4% | -5.9% | -9.6% |
| YTD | -9.9% | -7.4% | -2.5% | -6.2% |
| 1Y | +76.1% | -8.3% | +84.4% | +83.2% |
| All | +222.7% | +32.0% | +190.8% | +130.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling