+53.5%
LUNR vs THC
+233.7%
-180.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.2% | +0.7% |
| 7D | -3.6% | -0.7% | -3.0% | -3.6% |
| 30D | +5.9% | +1.3% | +4.6% | +5.8% |
| 3M | -56.0% | +64.2% | -120.2% | -57.8% |
| 6M | -20.5% | +8.3% | -28.7% | -21.0% |
| YTD | -8.7% | +33.4% | -42.1% | -11.2% |
| 1Y | +75.9% | +37.7% | +38.2% | +70.5% |
| 3Y | +202.9% | +236.8% | -33.9% | +188.6% |
| All | +53.5% | +233.7% | -180.2% | +53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling