+34.7%
LUNR vs ROIV
+388.0%
-353.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | -0.1% |
| 7D | +24.2% | +1.7% | +22.5% | +24.0% |
| 30D | +18.0% | +17.6% | +0.4% | +16.8% |
| 3M | -26.0% | +9.0% | -34.9% | -26.4% |
| 6M | -63.6% | +35.3% | -98.8% | -64.1% |
| YTD | -19.9% | +82.2% | -102.1% | -21.5% |
| 1Y | +50.1% | +92.3% | -42.2% | +47.3% |
| 3Y | +374.5% | +336.8% | +37.7% | +384.0% |
| All | +34.7% | +388.0% | -353.3% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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