+19.3%
PH vs LUNR
-9.9%
+29.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.2% | +1.6% | -3.5% |
| 7D | -0.2% | -14.3% | +14.1% | +0.2% |
| 30D | -6.7% | -30.5% | +23.8% | -5.9% |
| 3M | -8.1% | -28.9% | +20.7% | -7.4% |
| 6M | +5.3% | -60.8% | +66.2% | +6.5% |
| YTD | +4.2% | -38.8% | +43.0% | +3.9% |
| 1Y | +19.3% | -4.5% | +23.9% | +19.5% |
| All | +19.3% | -9.9% | +29.2% | +19.5% |
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 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