+68.4%
LUNR vs Z
-62.2%
+130.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.0% | -5.8% | -2.6% |
| 7D | -3.1% | -6.0% | +2.9% | -2.1% |
| 30D | -15.3% | -2.3% | -13.1% | -15.7% |
| 3M | -53.2% | -0.6% | -52.6% | -53.9% |
| 6M | -22.2% | -27.6% | +5.4% | -13.9% |
| YTD | -11.6% | -52.4% | +40.8% | +18.9% |
| 1Y | +68.4% | -63.6% | +132.0% | +123.1% |
| All | +68.4% | -62.2% | +130.6% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 1y: compounded portfolio wealth divided by compounded Z 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…
1y analysis · Full analysis span regression · 6 months rolling