+53.5%
LUNR vs URI
+176.2%
-122.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.3% |
| 7D | -3.6% | -2.0% | -1.7% | -3.1% |
| 30D | +5.9% | -12.9% | +18.8% | +9.9% |
| 3M | -56.0% | -6.7% | -49.2% | -55.1% |
| 6M | -20.5% | +19.0% | -39.5% | -25.0% |
| YTD | -8.7% | +25.5% | -34.3% | -15.2% |
| 1Y | +75.9% | +5.5% | +70.4% | +70.7% |
| 3Y | +202.9% | +111.3% | +91.6% | +185.2% |
| All | +53.5% | +176.2% | -122.7% | +46.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling