+216.8%
LUNR vs TRU
-1.3%
+218.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.3% |
| 7D | -3.1% | -2.7% | -0.4% | -1.9% |
| 30D | -15.3% | -2.0% | -13.3% | -15.2% |
| 3M | -53.2% | +18.4% | -71.6% | -58.9% |
| 6M | -22.2% | +8.9% | -31.1% | -28.7% |
| YTD | -11.6% | -8.9% | -2.6% | -11.7% |
| 1Y | +68.4% | -15.9% | +84.3% | +76.5% |
| 3Y | +216.8% | -1.1% | +217.9% | +189.1% |
| All | +216.8% | -1.3% | +218.1% | +189.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling