+48.7%
LUNR vs RUN
-84.6%
+133.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.8% |
| 7D | -3.1% | -3.7% | +0.6% | -2.7% |
| 30D | -15.3% | -13.0% | -2.3% | -14.0% |
| 3M | -53.2% | -31.8% | -21.4% | -51.4% |
| 6M | -22.2% | -32.2% | +10.0% | -18.8% |
| YTD | -11.6% | -53.5% | +41.9% | -5.1% |
| 1Y | +68.4% | -46.5% | +115.0% | +79.4% |
| 3Y | +216.8% | -37.6% | +254.4% | +211.4% |
| All | +48.7% | -84.6% | +133.3% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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