+35.0%
LUNR vs URI
+212.1%
-177.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -1.0% | +8.0% | +7.3% |
| 7D | +51.2% | +9.3% | +41.8% | +47.4% |
| 30D | +7.0% | +7.6% | -0.6% | +5.4% |
| 3M | -23.1% | +1.0% | -24.2% | -22.9% |
| 6M | -59.4% | +19.8% | -79.2% | -61.2% |
| YTD | -19.7% | +41.9% | -61.6% | -27.5% |
| 1Y | +39.5% | +33.4% | +6.1% | +28.4% |
| 3Y | +357.2% | +156.0% | +201.2% | +327.1% |
| All | +35.0% | +212.1% | -177.1% | +25.2% |
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