+68.4%
LUNR vs PTEN
+148.3%
-79.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.8% |
| 7D | -3.1% | +3.5% | -6.6% | -3.9% |
| 30D | -15.3% | +17.5% | -32.9% | -18.5% |
| 3M | -53.2% | +12.7% | -65.9% | -54.4% |
| 6M | -22.2% | +33.1% | -55.3% | -32.7% |
| YTD | -11.6% | +116.4% | -128.0% | -42.7% |
| 1Y | +68.4% | +141.2% | -72.7% | +8.2% |
| All | +68.4% | +148.3% | -79.9% | +8.2% |
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