+9.9%
NFLX vs LUNR
+51.5%
-41.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | 0.0% |
| 7D | -8.1% | -0.5% | -7.5% | -8.1% |
| 30D | +1.6% | -11.3% | +12.9% | +1.6% |
| 3M | -7.3% | -44.9% | +37.6% | -7.2% |
| 6M | -21.6% | -17.3% | -4.3% | -21.6% |
| YTD | -18.9% | -9.9% | -9.0% | -19.0% |
| 1Y | -39.1% | +76.1% | -115.2% | -39.2% |
| 3Y | +71.7% | +240.0% | -168.3% | +73.9% |
| All | +9.9% | +51.5% | -41.6% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling