-4.5%
LUNR vs S
+36.5%
-41.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.6% | -6.9% | -5.9% |
| 7D | -14.3% | -8.2% | -6.1% | -11.3% |
| 30D | -30.5% | -7.6% | -22.9% | -28.3% |
| 3M | -28.9% | +12.0% | -40.8% | -32.5% |
| 6M | -60.8% | +50.6% | -111.4% | -68.6% |
| YTD | -38.8% | +56.6% | -95.4% | -51.8% |
| 1Y | -4.5% | +39.2% | -43.8% | -19.4% |
| All | -4.5% | +36.5% | -41.0% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 1y: compounded portfolio wealth divided by compounded S 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…
1y analysis · Full analysis span regression · 6 months rolling