+12.2%
LUNR vs Q
+79.8%
-67.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.5% | -4.3% | -3.6% |
| 7D | -3.1% | +4.9% | -8.0% | -6.4% |
| 30D | -15.3% | -11.0% | -4.4% | -8.4% |
| 3M | -53.2% | -15.2% | -38.0% | -48.8% |
| 6M | -22.2% | +8.8% | -31.1% | -31.1% |
| YTD | -11.6% | +55.1% | -66.7% | -42.5% |
| All | +12.2% | +79.8% | -67.6% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 5y: compounded portfolio wealth divided by compounded Q 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…
5y analysis · Full analysis span regression · 6 months rolling