+75.9%
LUNR vs URI
+7.3%
+68.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.2% |
| 7D | -3.6% | -2.0% | -1.7% | -3.0% |
| 30D | +5.9% | -12.9% | +18.8% | +11.0% |
| 3M | -56.0% | -6.7% | -49.2% | -54.7% |
| 6M | -20.5% | +19.0% | -39.5% | -25.2% |
| YTD | -8.7% | +25.5% | -34.3% | -20.3% |
| 1Y | +75.9% | +5.5% | +70.4% | +59.5% |
| All | +75.9% | +7.3% | +68.6% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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