+53.5%
LUNR vs PTC
+15.1%
+38.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.0% | +6.8% | +1.7% |
| 7D | -3.6% | -10.3% | +6.6% | -2.0% |
| 30D | +5.9% | +1.1% | +4.7% | +5.4% |
| 3M | -56.0% | +1.6% | -57.6% | -56.3% |
| 6M | -20.5% | -13.5% | -7.0% | -17.9% |
| YTD | -8.7% | -19.1% | +10.3% | -4.3% |
| 1Y | +75.9% | -33.9% | +109.8% | +93.5% |
| 3Y | +202.9% | -3.9% | +206.8% | +220.6% |
| All | +53.5% | +15.1% | +38.3% | +70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling