-4.5%
LUNR vs TRI
-22.4%
+17.9%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.4% | -11.6% | -3.2% |
| 7D | -14.3% | +1.0% | -15.3% | -13.6% |
| 30D | -30.5% | +20.8% | -51.3% | -26.2% |
| 3M | -28.9% | +8.1% | -37.0% | -26.0% |
| 6M | -60.8% | +24.2% | -85.0% | -56.0% |
| YTD | -38.8% | -7.8% | -31.0% | -19.3% |
| 1Y | -4.5% | -16.7% | +12.1% | +47.7% |
| All | -4.5% | -22.4% | +17.9% | +47.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling