-65.7%
SE vs LUNR
+51.5%
-117.3%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.9% |
| 7D | -4.8% | -0.5% | -4.2% | -4.8% |
| 30D | -18.1% | -11.3% | -6.8% | -17.9% |
| 3M | +30.6% | -44.9% | +75.5% | +32.5% |
| 6M | +20.8% | -17.3% | +38.1% | +20.6% |
| YTD | -15.6% | -9.9% | -5.7% | -16.2% |
| 1Y | -44.2% | +76.1% | -120.4% | -45.7% |
| 3Y | +181.5% | +240.0% | -58.5% | +170.2% |
| All | -65.7% | +51.5% | -117.3% | -66.8% |
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