-4.5%
LUNR vs SONY
-6.4%
+1.9%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.2% | -7.5% | -6.3% |
| 7D | -14.3% | +2.9% | -17.2% | -15.5% |
| 30D | -30.5% | +10.2% | -40.7% | -34.3% |
| 3M | -28.9% | +16.1% | -45.0% | -35.7% |
| 6M | -60.8% | +32.1% | -93.0% | -69.0% |
| YTD | -38.8% | +1.4% | -40.2% | -47.4% |
| 1Y | -4.5% | -7.0% | +2.5% | -13.8% |
| All | -4.5% | -6.4% | +1.9% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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