-4.5%
LUNR vs STT
+53.6%
-58.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.2% | -7.4% | -7.0% |
| 7D | -14.3% | -0.1% | -14.2% | -14.2% |
| 30D | -30.5% | -1.7% | -28.8% | -29.4% |
| 3M | -28.9% | -6.4% | -22.5% | -25.3% |
| 6M | -60.8% | +17.7% | -78.5% | -65.5% |
| YTD | -38.8% | +36.9% | -75.7% | -56.1% |
| 1Y | -4.5% | +52.0% | -56.6% | -44.7% |
| All | -4.5% | +53.6% | -58.1% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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