-4.5%
LUNR vs PHM
+16.2%
-20.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +7.2% | -12.4% | -6.3% |
| 7D | -14.3% | +13.6% | -27.9% | -16.7% |
| 30D | -30.5% | +19.3% | -49.8% | -33.3% |
| 3M | -28.9% | +3.5% | -32.4% | -29.6% |
| 6M | -60.8% | +18.6% | -79.4% | -62.6% |
| YTD | -38.8% | +16.7% | -55.5% | -42.7% |
| 1Y | -4.5% | +14.6% | -19.1% | -14.5% |
| All | -4.5% | +16.2% | -20.7% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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