+51.5%
LUNR vs UUUU
+42.0%
+9.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.3% | +4.2% | -0.7% |
| 7D | -0.5% | -5.0% | +4.5% | +0.6% |
| 30D | -11.3% | -7.8% | -3.5% | -9.8% |
| 3M | -44.9% | -0.4% | -44.5% | -44.7% |
| 6M | -17.3% | -32.9% | +15.6% | -10.8% |
| YTD | -9.9% | -6.3% | -3.7% | -4.5% |
| 1Y | +76.1% | +7.9% | +68.2% | +86.6% |
| 3Y | +240.0% | +85.2% | +154.8% | +241.3% |
| All | +51.5% | +42.0% | +9.5% | +55.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling