+54.8%
LUNR vs PTEN
+77.1%
-22.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.1% | -6.9% | -5.0% |
| 7D | +0.5% | -1.7% | +2.2% | +0.7% |
| 30D | -5.3% | +18.6% | -23.9% | -7.0% |
| 3M | -45.6% | +12.5% | -58.1% | -46.5% |
| 6M | -17.4% | +41.9% | -59.2% | -21.4% |
| YTD | -7.9% | +117.8% | -125.7% | -16.7% |
| 1Y | +77.6% | +145.3% | -67.7% | +59.3% |
| 3Y | +247.4% | -2.8% | +250.3% | +190.1% |
| All | +54.8% | +77.1% | -22.2% | +32.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling