-94.3%
OPEN vs LUNR
+34.7%
-129.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.6% |
| 7D | -15.0% | +24.2% | -39.2% | -15.5% |
| 30D | -40.2% | +18.0% | -58.2% | -40.5% |
| 3M | -67.4% | -26.0% | -41.4% | -67.2% |
| 6M | -74.0% | -63.6% | -10.5% | -73.5% |
| YTD | -79.6% | -19.9% | -59.7% | -79.5% |
| 1Y | -86.1% | +50.1% | -136.2% | -86.2% |
| 3Y | -41.4% | +374.5% | -415.8% | -39.8% |
| All | -94.3% | +34.7% | -129.0% | -93.9% |
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 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