+26.2%
LUNR vs RACE
+64.2%
-37.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +22.7% | -3.9% | +26.5% | +24.2% |
| 30D | -5.3% | +6.8% | -12.1% | -7.2% |
| 3M | -26.1% | +1.3% | -27.4% | -26.3% |
| 6M | -62.4% | +26.3% | -88.7% | -64.5% |
| YTD | -25.0% | +13.8% | -38.8% | -28.0% |
| 1Y | +29.0% | -0.5% | +29.5% | +27.8% |
| 3Y | +327.4% | +25.6% | +301.7% | +326.7% |
| All | +26.2% | +64.2% | -37.9% | +31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling