+62.5%
LUNR vs URI
+177.7%
-115.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.5% | +5.3% | +5.7% |
| 7D | +6.5% | +2.5% | +4.0% | +5.8% |
| 30D | -4.4% | -12.5% | +8.2% | -0.8% |
| 3M | -47.3% | -6.2% | -41.1% | -46.4% |
| 6M | -11.1% | +25.9% | -36.9% | -17.4% |
| YTD | -3.4% | +26.2% | -29.6% | -10.3% |
| 1Y | +85.8% | +5.5% | +80.3% | +80.3% |
| 3Y | +264.7% | +125.0% | +139.7% | +247.3% |
| All | +62.5% | +177.7% | -115.2% | +54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling