+62.5%
LUNR vs RACE
+60.3%
+2.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.2% |
| 7D | +6.5% | -1.0% | +7.6% | +6.8% |
| 30D | -4.4% | -1.5% | -2.9% | -3.9% |
| 3M | -47.3% | +15.5% | -62.7% | -49.2% |
| 6M | -11.1% | +17.3% | -28.4% | -14.6% |
| YTD | -3.4% | +11.1% | -14.5% | -6.7% |
| 1Y | +85.8% | -14.3% | +100.1% | +89.4% |
| 3Y | +264.7% | +40.2% | +224.5% | +270.5% |
| All | +62.5% | +60.3% | +2.2% | +70.9% |
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