+26.2%
LUNR vs THC
+268.8%
-242.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.2% | +3.1% |
| 7D | +22.7% | +0.2% | +22.4% | +22.7% |
| 30D | -5.3% | +9.0% | -14.3% | -5.8% |
| 3M | -26.1% | +12.9% | -39.0% | -26.7% |
| 6M | -62.4% | +52.8% | -115.3% | -63.7% |
| YTD | -25.0% | +47.4% | -72.4% | -27.4% |
| 1Y | +29.0% | +47.7% | -18.7% | +24.8% |
| 3Y | +327.4% | +444.7% | -117.3% | +321.5% |
| All | +26.2% | +268.8% | -242.6% | +25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling