-85.4%
OPEN vs LUNR
+62.5%
-147.9%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.9% | -8.4% | -2.7% |
| 7D | +1.0% | +6.5% | -5.5% | +0.8% |
| 30D | -11.9% | -4.4% | -7.5% | -11.8% |
| 3M | -28.8% | -47.3% | +18.5% | -27.9% |
| 6M | -38.6% | -11.1% | -27.5% | -38.6% |
| YTD | -47.3% | -3.4% | -44.0% | -47.4% |
| 1Y | -49.2% | +85.8% | -135.0% | -49.5% |
| 3Y | -18.8% | +264.7% | -283.4% | -17.7% |
| All | -85.4% | +62.5% | -147.9% | -84.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling