+75.9%
LUNR vs PTEN
+135.2%
-59.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +1.0% |
| 7D | -3.6% | +0.7% | -4.4% | -3.9% |
| 30D | +5.9% | +31.2% | -25.4% | -0.8% |
| 3M | -56.0% | +2.0% | -58.0% | -56.0% |
| 6M | -20.5% | +42.4% | -62.9% | -34.6% |
| YTD | -8.7% | +109.2% | -117.9% | -40.3% |
| 1Y | +75.9% | +122.3% | -46.4% | +12.7% |
| All | +75.9% | +135.2% | -59.3% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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