+287.0%
SMH vs LUNR
+48.7%
+238.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +1.5% |
| 7D | +0.3% | -3.1% | +3.4% | +0.3% |
| 30D | -2.8% | -15.3% | +12.6% | -2.5% |
| 3M | -6.7% | -53.2% | +46.5% | -5.6% |
| 6M | +41.8% | -22.2% | +64.0% | +42.2% |
| YTD | +57.9% | -11.6% | +69.5% | +57.9% |
| 1Y | +87.6% | +68.4% | +19.2% | +86.4% |
| 3Y | +282.9% | +216.8% | +66.2% | +286.0% |
| All | +287.0% | +48.7% | +238.3% | +288.4% |
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 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