+22.4%
PH vs LUNR
+76.6%
-54.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.5% |
| 7D | -3.1% | -0.5% | -2.6% | -3.1% |
| 30D | -11.8% | -11.3% | -0.5% | -11.5% |
| 3M | +6.9% | -44.9% | +51.8% | +8.0% |
| 6M | -1.3% | -17.3% | +16.0% | -2.3% |
| YTD | +7.0% | -9.9% | +16.9% | +4.6% |
| All | +22.4% | +76.6% | -54.2% | +8.9% |
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