+51.5%
LUNR vs TRMB
-36.3%
+87.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.2% | -1.8% |
| 7D | -0.5% | -5.4% | +4.9% | +1.4% |
| 30D | -11.3% | -2.0% | -9.3% | -10.9% |
| 3M | -44.9% | +12.3% | -57.2% | -47.9% |
| 6M | -17.3% | -17.6% | +0.3% | -11.4% |
| YTD | -9.9% | -27.5% | +17.5% | +0.8% |
| 1Y | +76.1% | -29.1% | +105.2% | +100.1% |
| 3Y | +240.0% | +11.5% | +228.5% | +268.6% |
| All | +51.5% | -36.3% | +87.8% | +62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling