+22.4%
LUNR vs URI
+202.2%
-179.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.1% | +0.1% | -1.3% |
| 7D | +12.7% | -6.0% | +18.7% | +15.2% |
| 30D | -10.5% | +4.6% | -15.1% | -11.0% |
| 3M | -25.2% | -2.7% | -22.5% | -24.1% |
| 6M | -59.2% | +18.4% | -77.6% | -60.9% |
| YTD | -27.2% | +37.4% | -64.6% | -33.6% |
| 1Y | +19.7% | +30.4% | -10.7% | +11.0% |
| 3Y | +314.4% | +147.9% | +166.5% | +291.0% |
| All | +22.4% | +202.2% | -179.8% | +14.7% |
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