+50.1%
LUNR vs URI
+31.9%
+18.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.0% | +0.4% |
| 7D | +24.2% | +6.7% | +17.4% | +20.6% |
| 30D | +18.0% | +8.9% | +9.1% | +14.9% |
| 3M | -26.0% | +0.5% | -26.5% | -25.7% |
| 6M | -63.6% | +20.7% | -84.2% | -65.4% |
| YTD | -19.9% | +40.0% | -59.9% | -37.1% |
| 1Y | +50.1% | +34.4% | +15.7% | +26.4% |
| All | +50.1% | +31.9% | +18.2% | +26.4% |
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