-4.5%
LUNR vs TRU
+2.1%
-6.6%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.6% | -9.8% | -5.0% |
| 7D | -14.3% | +10.5% | -24.8% | -13.9% |
| 30D | -30.5% | +28.7% | -59.2% | -30.5% |
| 3M | -28.9% | +0.7% | -29.5% | -28.9% |
| 6M | -60.8% | +19.3% | -80.2% | -62.0% |
| YTD | -38.8% | -3.7% | -35.1% | -37.1% |
| 1Y | -4.5% | +3.4% | -7.9% | -7.7% |
| All | -4.5% | +2.1% | -6.6% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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