+24.8%
LUNR vs RACE
+65.4%
-40.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +0.7% | +14.3% | +14.8% |
| 7D | +22.1% | +3.9% | +18.2% | +20.7% |
| 30D | -8.7% | +7.4% | -16.2% | -10.7% |
| 3M | -26.6% | +1.6% | -28.2% | -26.9% |
| 6M | -58.4% | +23.3% | -81.8% | -60.6% |
| YTD | -25.8% | +14.7% | -40.5% | -29.0% |
| 1Y | +25.5% | +2.5% | +23.0% | +23.4% |
| 3Y | +300.0% | +28.0% | +272.0% | +298.8% |
| All | +24.8% | +65.4% | -40.6% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling