+48.7%
LUNR vs PSA
+12.3%
+36.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.5% | -1.9% |
| 7D | -3.1% | -1.8% | -1.3% | -2.9% |
| 30D | -15.3% | -8.4% | -7.0% | -14.4% |
| 3M | -53.2% | -7.8% | -45.3% | -52.8% |
| 6M | -22.2% | +0.8% | -23.0% | -23.0% |
| YTD | -11.6% | +16.5% | -28.1% | -13.3% |
| 1Y | +68.4% | +4.7% | +63.7% | +66.0% |
| 3Y | +216.8% | +21.1% | +195.7% | +215.8% |
| All | +48.7% | +12.3% | +36.4% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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