+229.8%
LUNR vs PTC
-10.6%
+240.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.3% | -1.4% | -3.3% |
| 7D | +0.5% | -13.6% | +14.1% | +6.7% |
| 30D | -5.3% | -14.7% | +9.3% | +0.7% |
| 3M | -45.6% | -5.9% | -39.7% | -45.6% |
| 6M | -17.4% | -21.1% | +3.8% | -6.8% |
| YTD | -7.9% | -26.0% | +18.1% | +8.4% |
| 1Y | +77.6% | -36.8% | +114.5% | +138.9% |
| All | +229.8% | -10.6% | +240.4% | +180.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling