-25.5%
PATH vs LUNR
+307.2%
-332.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.8% | -1.0% |
| 7D | -2.3% | +12.7% | -15.0% | -3.9% |
| 30D | -4.8% | -10.5% | +5.6% | -4.3% |
| 3M | -17.7% | -25.2% | +7.5% | -16.1% |
| 6M | +18.9% | -59.2% | +78.1% | +27.0% |
| YTD | -21.7% | -27.2% | +5.5% | -24.3% |
| 1Y | -9.6% | +19.7% | -29.3% | -18.3% |
| All | -25.5% | +307.2% | -332.7% | -45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling