+54.9%
SCHD vs LUNR
+228.4%
-173.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +0.4% |
| 7D | -2.0% | -3.1% | +1.2% | -1.9% |
| 30D | -0.4% | -15.3% | +14.9% | -0.1% |
| 3M | +5.7% | -53.2% | +58.9% | +7.4% |
| 6M | +11.9% | -22.2% | +34.1% | +11.7% |
| YTD | +26.4% | -11.6% | +38.0% | +25.4% |
| 1Y | +27.6% | +68.4% | -40.8% | +24.0% |
| 3Y | +54.9% | +216.8% | -161.8% | +43.4% |
| All | +54.9% | +228.4% | -173.4% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling