+85.7%
QQQM vs LUNR
+48.7%
+37.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +0.9% |
| 7D | -0.6% | -3.1% | +2.5% | -0.5% |
| 30D | -1.2% | -15.3% | +14.1% | -1.0% |
| 3M | -0.1% | -53.2% | +53.1% | +0.8% |
| 6M | +18.0% | -22.2% | +40.2% | +18.1% |
| YTD | +16.7% | -11.6% | +28.3% | +16.5% |
| 1Y | +23.0% | +68.4% | -45.4% | +22.0% |
| 3Y | +93.3% | +216.8% | -123.4% | +92.5% |
| All | +85.7% | +48.7% | +37.0% | +87.0% |
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