+41.5%
NU vs LUNR
+48.1%
-6.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.8% | -2.6% |
| 7D | -4.9% | -3.1% | -1.8% | -4.8% |
| 30D | +7.8% | -15.3% | +23.2% | +8.2% |
| 3M | +20.9% | -53.2% | +74.1% | +22.7% |
| 6M | +0.9% | -22.2% | +23.1% | +0.8% |
| YTD | -12.7% | -11.6% | -1.1% | -13.1% |
| 1Y | -6.4% | +68.4% | -74.8% | -8.2% |
| 3Y | +98.1% | +216.8% | -118.7% | +92.4% |
| All | +41.5% | +48.1% | -6.6% | +32.4% |
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