+8.5%
LUNR vs PL
+13.9%
-5.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.5% | +10.4% | +11.1% | +17.8% |
| 7D | -1.9% | -6.8% | +5.0% | +1.4% |
| 30D | -27.3% | -29.3% | +2.0% | -17.2% |
| 3M | -29.9% | -44.8% | +14.9% | -12.8% |
| 6M | -60.2% | -68.4% | +8.1% | -40.0% |
| YTD | -35.5% | -36.4% | +0.9% | -17.7% |
| 1Y | +9.5% | +0.7% | +8.8% | +26.7% |
| 3Y | +226.2% | +455.3% | -229.1% | +181.0% |
| All | +8.5% | +13.9% | -5.4% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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