+48.7%
LUNR vs TECH
-41.5%
+90.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.9% |
| 7D | -3.1% | -0.4% | -2.7% | -3.0% |
| 30D | -15.3% | 0.0% | -15.3% | -15.3% |
| 3M | -53.2% | +33.7% | -86.8% | -57.2% |
| 6M | -22.2% | +34.9% | -57.1% | -30.4% |
| YTD | -11.6% | +23.2% | -34.7% | -19.1% |
| 1Y | +68.4% | +36.3% | +32.1% | +48.8% |
| 3Y | +216.8% | +2.3% | +214.5% | +196.2% |
| All | +48.7% | -41.5% | +90.2% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling