+54.8%
LUNR vs URI
+181.4%
-126.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.3% | -6.1% | -5.1% |
| 7D | +0.5% | +5.0% | -4.5% | -0.8% |
| 30D | -5.3% | -9.4% | +4.1% | -2.7% |
| 3M | -45.6% | -5.8% | -39.8% | -44.8% |
| 6M | -17.4% | +25.8% | -43.2% | -23.3% |
| YTD | -7.9% | +27.9% | -35.8% | -14.9% |
| 1Y | +77.6% | +9.7% | +67.9% | +70.7% |
| 3Y | +247.4% | +128.0% | +119.5% | +229.7% |
| All | +54.8% | +181.4% | -126.6% | +46.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling