+48.7%
LUNR vs UUUU
+34.9%
+13.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.0% | +3.1% | -0.7% |
| 7D | -3.1% | -10.5% | +7.4% | -0.7% |
| 30D | -15.3% | -10.5% | -4.8% | -13.3% |
| 3M | -53.2% | -14.1% | -39.0% | -51.6% |
| 6M | -22.2% | -35.5% | +13.3% | -15.3% |
| YTD | -11.6% | -10.9% | -0.6% | -5.2% |
| 1Y | +68.4% | +3.4% | +65.1% | +80.4% |
| 3Y | +216.8% | +73.1% | +143.6% | +220.8% |
| All | +48.7% | +34.9% | +13.8% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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