+34.7%
LUNR vs TECH
-40.9%
+75.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.3% | -0.2% |
| 7D | +24.2% | +0.1% | +24.0% | +24.1% |
| 30D | +18.0% | +0.5% | +17.4% | +17.8% |
| 3M | -26.0% | +1.1% | -27.1% | -26.2% |
| 6M | -63.6% | +62.8% | -126.4% | -68.5% |
| YTD | -19.9% | +24.5% | -44.4% | -26.9% |
| 1Y | +50.1% | +20.6% | +29.5% | +38.6% |
| 3Y | +374.5% | +29.5% | +345.0% | +332.5% |
| All | +34.7% | -40.9% | +75.6% | +26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling