+48.7%
LUNR vs QSR
+58.8%
-10.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.5% | -1.9% |
| 7D | -3.1% | -4.0% | +0.9% | -2.7% |
| 30D | -15.3% | +2.8% | -18.1% | -15.6% |
| 3M | -53.2% | +5.1% | -58.3% | -53.5% |
| 6M | -22.2% | +8.8% | -31.0% | -23.8% |
| YTD | -11.6% | +14.8% | -26.4% | -14.2% |
| 1Y | +68.4% | +25.7% | +42.7% | +60.8% |
| 3Y | +216.8% | +27.5% | +189.2% | +198.5% |
| All | +48.7% | +58.8% | -10.1% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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