+51.5%
LUNR vs TRI
-12.8%
+64.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -2.3% |
| 7D | -0.5% | -14.4% | +13.8% | -1.8% |
| 30D | -11.3% | -8.1% | -3.2% | -11.8% |
| 3M | -44.9% | +17.5% | -62.4% | -44.5% |
| 6M | -17.3% | -5.0% | -12.4% | -15.7% |
| YTD | -9.9% | -24.7% | +14.8% | -5.0% |
| 1Y | +76.1% | -41.5% | +117.6% | +92.9% |
| 3Y | +240.0% | -20.3% | +260.3% | +305.8% |
| All | +51.5% | -12.8% | +64.3% | +88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling