-2.0%
NOW vs LUNR
+62.5%
-64.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +5.9% | -10.9% | -5.1% |
| 7D | -6.1% | +6.5% | -12.6% | -6.2% |
| 30D | +7.5% | -4.4% | +11.9% | +7.5% |
| 3M | +17.5% | -47.3% | +64.8% | +18.5% |
| 6M | +7.9% | -11.1% | +19.0% | +7.8% |
| YTD | -12.4% | -3.4% | -9.0% | -12.8% |
| 1Y | -28.6% | +85.8% | -114.3% | -29.6% |
| 3Y | +11.8% | +264.7% | -252.8% | +10.1% |
| All | -2.0% | +62.5% | -64.5% | +9.0% |
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