+85.4%
QQQ vs LUNR
+54.8%
+30.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | -0.2% |
| 7D | +1.0% | +0.5% | +0.5% | +1.0% |
| 30D | -0.6% | -5.3% | +4.7% | -0.6% |
| 3M | +1.3% | -45.6% | +46.9% | +2.0% |
| 6M | +18.1% | -17.4% | +35.5% | +18.2% |
| YTD | +16.9% | -7.9% | +24.8% | +16.6% |
| 1Y | +24.0% | +77.6% | -53.7% | +22.8% |
| 3Y | +95.6% | +247.4% | -151.8% | +94.6% |
| All | +85.4% | +54.8% | +30.6% | +86.9% |
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 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