+34.7%
LUNR vs Z
-52.3%
+87.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.5% | -3.7% | -0.9% |
| 7D | +24.2% | +0.8% | +23.3% | +24.0% |
| 30D | +18.0% | +5.2% | +12.8% | +16.2% |
| 3M | -26.0% | -17.0% | -8.9% | -24.0% |
| 6M | -63.6% | -22.7% | -40.9% | -62.3% |
| YTD | -19.9% | -56.3% | +36.4% | -6.7% |
| 1Y | +50.1% | -57.7% | +107.8% | +76.3% |
| 3Y | +374.5% | -16.5% | +391.0% | +447.2% |
| All | +34.7% | -52.3% | +87.0% | +58.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling