+48.7%
LUNR vs RMBS
+251.7%
-203.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.9% | -3.7% | -2.5% |
| 7D | -3.1% | +1.8% | -4.9% | -3.7% |
| 30D | -15.3% | -13.9% | -1.4% | -11.1% |
| 3M | -53.2% | -39.8% | -13.4% | -45.3% |
| 6M | -22.2% | -6.0% | -16.2% | -22.5% |
| YTD | -11.6% | -5.4% | -6.2% | -12.9% |
| 1Y | +68.4% | -1.8% | +70.2% | +64.3% |
| 3Y | +216.8% | +53.7% | +163.1% | +174.3% |
| All | +48.7% | +251.7% | -203.0% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMBS.
Daily Out/Under-Performance
Portfolio return minus RMBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMBS 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 RMBS 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