+62.5%
LUNR vs TECH
-41.4%
+103.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.2% | +6.0% | +5.9% |
| 7D | +6.5% | +0.2% | +6.3% | +6.5% |
| 30D | -4.4% | +0.1% | -4.5% | -4.4% |
| 3M | -47.3% | +37.5% | -84.8% | -52.2% |
| 6M | -11.1% | +34.6% | -45.6% | -20.3% |
| YTD | -3.4% | +23.5% | -26.9% | -11.7% |
| 1Y | +85.8% | +34.4% | +51.4% | +64.9% |
| 3Y | +264.7% | +2.3% | +262.4% | +240.8% |
| All | +62.5% | -41.4% | +103.9% | +52.5% |
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