-4.5%
LUNR vs PTC
+0.1%
-4.6%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.6% | -5.8% | -5.2% |
| 7D | -14.3% | +0.1% | -14.4% | -14.3% |
| 30D | -30.5% | +1.5% | -32.0% | -30.5% |
| 3M | -28.9% | +37.8% | -66.6% | -27.7% |
| 6M | -60.8% | +41.2% | -102.1% | -59.9% |
| YTD | -38.8% | +12.0% | -50.9% | -15.0% |
| 1Y | -4.5% | +1.6% | -6.2% | +58.4% |
| All | -4.5% | +0.1% | -4.6% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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