-5.8%
PATH vs LUNR
+38.9%
-44.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.3% |
| 7D | +2.1% | +24.2% | -22.1% | -0.3% |
| 30D | +1.6% | +18.0% | -16.4% | -0.6% |
| 3M | -20.4% | -26.0% | +5.5% | -18.7% |
| 6M | +40.1% | -63.6% | +103.7% | +52.5% |
| YTD | -19.0% | -19.9% | +0.9% | -27.5% |
| 1Y | -5.8% | +50.1% | -55.9% | -35.9% |
| All | -5.8% | +38.9% | -44.7% | -35.9% |
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 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