+216.8%
LUNR vs PTEN
-3.7%
+220.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.7% |
| 7D | -3.1% | +3.5% | -6.6% | -4.3% |
| 30D | -15.3% | +17.5% | -32.9% | -20.2% |
| 3M | -53.2% | +12.7% | -65.9% | -55.6% |
| 6M | -22.2% | +33.1% | -55.3% | -33.6% |
| YTD | -11.6% | +116.4% | -128.0% | -39.9% |
| 1Y | +68.4% | +141.2% | -72.7% | +9.2% |
| 3Y | +216.8% | -3.8% | +220.6% | +119.4% |
| All | +216.8% | -3.7% | +220.5% | +119.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling