+3.7%
PEP vs LUNR
-9.9%
+13.6%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -5.2% | +9.0% | +3.6% |
| 7D | +7.4% | -14.3% | +21.7% | +7.0% |
| 30D | +13.3% | -30.5% | +43.9% | +12.6% |
| 3M | +3.5% | -28.9% | +32.3% | +2.9% |
| 6M | -5.9% | -60.8% | +54.9% | -6.6% |
| YTD | +2.3% | -38.8% | +41.1% | +2.2% |
| 1Y | +3.7% | -4.5% | +8.2% | +4.8% |
| All | +3.7% | -9.9% | +13.6% | +4.8% |
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 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