+48.7%
LUNR vs POET
-0.6%
+49.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.6% | -6.5% | -2.5% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | -15.3% | -10.4% | -5.0% | -13.9% |
| 3M | -53.2% | -29.3% | -23.8% | -51.1% |
| 6M | -22.2% | +6.9% | -29.1% | -28.9% |
| YTD | -11.6% | +25.6% | -37.2% | -21.0% |
| 1Y | +68.4% | +49.2% | +19.3% | +48.1% |
| 3Y | +216.8% | +128.4% | +88.3% | +131.7% |
| All | +48.7% | -0.6% | +49.3% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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