+35.0%
LUNR vs RACE
+60.1%
-25.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.5% | +9.4% | +7.7% |
| 7D | +51.2% | -4.0% | +55.2% | +52.8% |
| 30D | +7.0% | +3.5% | +3.4% | +5.7% |
| 3M | -23.1% | -0.4% | -22.7% | -23.0% |
| 6M | -59.4% | +23.2% | -82.5% | -61.3% |
| YTD | -19.7% | +11.0% | -30.7% | -22.5% |
| 1Y | +39.5% | -2.2% | +41.7% | +38.9% |
| 3Y | +357.2% | +22.5% | +334.7% | +359.7% |
| All | +35.0% | +60.1% | -25.1% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling