+229.8%
LUNR vs THC
+258.2%
-28.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.9% | -8.6% | -5.6% |
| 7D | +0.5% | +4.1% | -3.5% | -0.5% |
| 30D | -5.3% | +3.5% | -8.8% | -6.2% |
| 3M | -45.6% | +61.7% | -107.4% | -52.9% |
| 6M | -17.4% | +11.8% | -29.2% | -20.1% |
| YTD | -7.9% | +35.4% | -43.4% | -17.1% |
| 1Y | +77.6% | +37.0% | +40.6% | +58.2% |
| All | +229.8% | +258.2% | -28.4% | +88.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling