+20.2%
SGOV vs LUNR
+48.7%
-28.5%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.9% | 0.0% |
| 7D | 0.0% | -3.1% | +3.2% | 0.0% |
| 30D | +0.3% | -15.3% | +15.6% | +0.3% |
| 3M | +0.9% | -53.2% | +54.1% | +0.9% |
| 6M | +1.8% | -22.2% | +24.1% | +1.8% |
| YTD | +2.5% | -11.6% | +14.1% | +2.5% |
| 1Y | +3.8% | +68.4% | -64.6% | +3.8% |
| 3Y | +14.4% | +216.8% | -202.4% | +14.4% |
| All | +20.2% | +48.7% | -28.5% | +20.1% |
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