-6.9%
LVS vs LUNR
+228.4%
-235.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.8% | +2.4% | +0.6% |
| 7D | -3.5% | -3.1% | -0.4% | -3.4% |
| 30D | -6.2% | -15.3% | +9.1% | -5.8% |
| 3M | -14.8% | -53.2% | +38.3% | -12.9% |
| 6M | -20.9% | -22.2% | +1.4% | -21.2% |
| YTD | -33.0% | -11.6% | -21.5% | -33.9% |
| 1Y | -20.0% | +68.4% | -88.4% | -23.1% |
| 3Y | -6.9% | +216.8% | -223.7% | -10.9% |
| All | -6.9% | +228.4% | -235.3% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 3y: compounded portfolio wealth divided by compounded LUNR 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…
3y analysis · Full analysis span regression · 6 months rolling