+216.8%
LUNR vs SONY
+42.2%
+174.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.5% | -2.9% |
| 7D | -3.1% | -2.7% | -0.4% | -1.7% |
| 30D | -15.3% | +1.5% | -16.9% | -16.8% |
| 3M | -53.2% | +13.0% | -66.2% | -57.7% |
| 6M | -22.2% | +11.2% | -33.4% | -28.8% |
| YTD | -11.6% | -6.6% | -4.9% | -9.9% |
| 1Y | +68.4% | -18.1% | +86.5% | +86.6% |
| 3Y | +216.8% | +42.1% | +174.7% | +168.2% |
| All | +216.8% | +42.2% | +174.5% | +168.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling