+75.9%
LUNR vs TRU
-7.3%
+83.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.9% | +6.7% | +1.2% |
| 7D | -3.6% | -6.8% | +3.1% | -3.2% |
| 30D | +5.9% | 0.0% | +5.8% | +5.7% |
| 3M | -56.0% | +13.3% | -69.3% | -57.2% |
| 6M | -20.5% | +3.4% | -23.9% | -21.5% |
| YTD | -8.7% | -6.4% | -2.4% | -7.2% |
| 1Y | +75.9% | -9.7% | +85.6% | +70.6% |
| All | +75.9% | -7.3% | +83.2% | +70.6% |
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