+48.7%
LUNR vs QID
-78.5%
+127.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | -0.1% | -2.5% |
| 7D | -3.1% | +1.3% | -4.4% | -2.6% |
| 30D | -15.3% | +2.9% | -18.3% | -14.2% |
| 3M | -53.2% | -0.7% | -52.4% | -52.3% |
| 6M | -22.2% | -29.7% | +7.5% | -26.7% |
| YTD | -11.6% | -27.9% | +16.3% | -15.7% |
| 1Y | +68.4% | -34.6% | +103.0% | +59.5% |
| 3Y | +216.8% | -73.5% | +290.3% | +196.1% |
| All | +48.7% | -78.5% | +127.2% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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