+216.8%
LUNR vs TRI
-18.9%
+235.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.6% | -1.9% |
| 7D | -3.1% | -7.9% | +4.8% | -3.1% |
| 30D | -15.3% | -4.5% | -10.8% | -15.4% |
| 3M | -53.2% | +22.1% | -75.3% | -54.4% |
| 6M | -22.2% | -2.8% | -19.4% | -20.8% |
| YTD | -11.6% | -23.4% | +11.8% | +2.0% |
| 1Y | +68.4% | -41.5% | +110.0% | +130.2% |
| 3Y | +216.8% | -19.2% | +236.0% | +200.8% |
| All | +216.8% | -18.9% | +235.7% | +200.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling