+10.8%
O vs LUNR
+75.3%
-64.4%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -0.8% |
| 7D | -0.7% | -3.6% | +2.9% | -0.8% |
| 30D | -1.9% | +5.9% | -7.7% | -1.9% |
| 3M | +3.8% | -56.0% | +59.8% | +4.2% |
| 6M | -4.7% | -20.5% | +15.7% | -4.9% |
| YTD | +12.5% | -8.7% | +21.2% | +11.8% |
| 1Y | +10.8% | +75.9% | -65.1% | +14.7% |
| All | +10.8% | +75.3% | -64.4% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling