+229.8%
LUNR vs S
+13.6%
+216.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.1% | -4.8% | -4.7% |
| 7D | +0.5% | -1.2% | +1.8% | +1.1% |
| 30D | -5.3% | -12.6% | +7.2% | +0.3% |
| 3M | -45.6% | +27.6% | -73.2% | -53.9% |
| 6M | -17.4% | +35.5% | -52.8% | -32.8% |
| YTD | -7.9% | +29.6% | -37.5% | -24.4% |
| 1Y | +77.6% | +8.1% | +69.5% | +61.9% |
| All | +229.8% | +13.6% | +216.2% | +197.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling