+48.7%
LUNR vs TRMB
-35.4%
+84.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.3% | -2.4% |
| 7D | -3.1% | -3.0% | -0.1% | -2.0% |
| 30D | -15.3% | +2.3% | -17.7% | -16.3% |
| 3M | -53.2% | +15.3% | -68.5% | -56.1% |
| 6M | -22.2% | -14.7% | -7.5% | -17.7% |
| YTD | -11.6% | -26.4% | +14.8% | -1.6% |
| 1Y | +68.4% | -30.4% | +98.8% | +92.4% |
| 3Y | +216.8% | +13.5% | +203.3% | +241.9% |
| All | +48.7% | -35.4% | +84.1% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling