+51.5%
LUNR vs QSR
+57.9%
-6.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.5% | -2.1% |
| 7D | -0.5% | -4.7% | +4.2% | -0.1% |
| 30D | -11.3% | +4.3% | -15.6% | -11.7% |
| 3M | -44.9% | +5.4% | -50.4% | -45.4% |
| 6M | -17.3% | +8.2% | -25.5% | -18.9% |
| YTD | -9.9% | +14.1% | -24.0% | -12.5% |
| 1Y | +76.1% | +28.1% | +48.0% | +67.6% |
| 3Y | +240.0% | +25.3% | +214.7% | +221.2% |
| All | +51.5% | +57.9% | -6.4% | +48.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling