+53.5%
LUNR vs RACE
+61.9%
-8.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.7% | +1.3% |
| 7D | -3.6% | -2.5% | -1.1% | -2.9% |
| 30D | +5.9% | +0.8% | +5.1% | +5.8% |
| 3M | -56.0% | +17.2% | -73.1% | -57.7% |
| 6M | -20.5% | +13.6% | -34.0% | -23.3% |
| YTD | -8.7% | +12.2% | -21.0% | -12.1% |
| 1Y | +75.9% | -16.3% | +92.1% | +80.3% |
| 3Y | +202.9% | +36.4% | +166.4% | +205.2% |
| All | +53.5% | +61.9% | -8.4% | +61.0% |
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 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