+35.0%
LUNR vs THC
+261.1%
-226.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -2.1% | +9.1% | +7.1% |
| 7D | +51.2% | +0.1% | +51.0% | +51.1% |
| 30D | +7.0% | +7.5% | -0.5% | +6.5% |
| 3M | -23.1% | +7.5% | -30.6% | -23.5% |
| 6M | -59.4% | +46.4% | -105.8% | -60.6% |
| YTD | -19.7% | +44.4% | -64.1% | -22.3% |
| 1Y | +39.5% | +43.4% | -3.9% | +35.1% |
| 3Y | +357.2% | +433.3% | -76.1% | +351.4% |
| All | +35.0% | +261.1% | -226.1% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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