+44.1%
RSP vs LUNR
+54.8%
-10.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.7% | +3.8% | -0.9% |
| 7D | -1.8% | +0.5% | -2.3% | -1.8% |
| 30D | -2.5% | -5.3% | +2.8% | -2.5% |
| 3M | +3.0% | -45.6% | +48.6% | +3.4% |
| 6M | +8.9% | -17.4% | +26.3% | +8.8% |
| YTD | +13.0% | -7.9% | +20.9% | +12.7% |
| 1Y | +16.2% | +77.6% | -61.4% | +15.3% |
| 3Y | +52.7% | +247.4% | -194.7% | +51.7% |
| All | +44.1% | +54.8% | -10.7% | +45.3% |
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