+68.4%
LUNR vs TROW
+4.9%
+63.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.7% | -0.2% |
| 7D | -3.1% | -3.2% | +0.1% | +1.3% |
| 30D | -15.3% | -4.6% | -10.7% | -9.9% |
| 3M | -53.2% | -0.7% | -52.5% | -55.3% |
| 6M | -22.2% | +22.2% | -44.4% | -47.0% |
| YTD | -11.6% | +6.6% | -18.2% | -26.5% |
| 1Y | +68.4% | +5.8% | +62.6% | +44.4% |
| All | +68.4% | +4.9% | +63.5% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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