-1.6%
PEP vs LUNR
+54.8%
-56.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.7% | +3.4% | -1.3% |
| 7D | -1.7% | +0.5% | -2.2% | -1.7% |
| 30D | +0.3% | -5.3% | +5.6% | +0.3% |
| 3M | -3.2% | -45.6% | +42.4% | -3.4% |
| 6M | -13.6% | -17.4% | +3.8% | -13.6% |
| YTD | -1.9% | -7.9% | +6.1% | -1.8% |
| 1Y | -0.6% | +77.6% | -78.3% | -0.4% |
| 3Y | -13.6% | +247.4% | -261.0% | -13.2% |
| All | -1.6% | +54.8% | -56.4% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling