+77.2%
RIG vs LUNR
+48.7%
+28.5%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.7% |
| 7D | -3.1% | -3.1% | 0.0% | -3.1% |
| 30D | -0.5% | -15.3% | +14.8% | -0.6% |
| 3M | -6.0% | -53.2% | +47.2% | -6.4% |
| 6M | -10.1% | -22.2% | +12.1% | -10.0% |
| YTD | +37.3% | -11.6% | +48.9% | +37.8% |
| 1Y | +73.9% | +68.4% | +5.5% | +76.1% |
| 3Y | -30.2% | +216.8% | -246.9% | -26.1% |
| All | +77.2% | +48.7% | +28.5% | +96.9% |
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 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