+54.8%
LUNR vs PSA
+11.6%
+43.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.3% | -2.4% | -4.4% |
| 7D | +0.5% | -2.2% | +2.8% | +0.8% |
| 30D | -5.3% | -9.6% | +4.2% | -4.1% |
| 3M | -45.6% | -7.9% | -37.7% | -45.1% |
| 6M | -17.4% | -2.0% | -15.4% | -18.0% |
| YTD | -7.9% | +15.7% | -23.7% | -9.6% |
| 1Y | +77.6% | +5.8% | +71.9% | +75.1% |
| 3Y | +247.4% | +21.6% | +225.9% | +248.1% |
| All | +54.8% | +11.6% | +43.2% | +54.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling