-72.5%
PATH vs LUNR
+53.5%
-126.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +0.7% | -17.4% | -16.7% |
| 7D | -16.3% | -3.6% | -12.7% | -16.2% |
| 30D | +9.9% | +5.9% | +4.1% | +9.7% |
| 3M | +30.2% | -56.0% | +86.1% | +32.9% |
| 6M | +37.2% | -20.5% | +57.7% | +36.9% |
| YTD | -7.3% | -8.7% | +1.4% | -8.1% |
| 1Y | +40.0% | +75.9% | -35.9% | +36.6% |
| 3Y | -4.4% | +202.9% | -207.3% | -7.1% |
| All | -72.5% | +53.5% | -126.0% | -70.8% |
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