+28.6%
SNPS vs LUNR
+34.7%
-6.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | +1.1% | +24.2% | -23.1% | +0.7% |
| 30D | -5.2% | +18.0% | -23.1% | -5.4% |
| 3M | +10.6% | -26.0% | +36.5% | +10.8% |
| 6M | -10.6% | -63.6% | +52.9% | -10.0% |
| YTD | -3.1% | -19.9% | +16.8% | -3.3% |
| 1Y | +15.6% | +50.1% | -34.6% | +14.9% |
| 3Y | -12.9% | +374.5% | -387.4% | -11.0% |
| All | +28.6% | +34.7% | -6.1% | +43.0% |
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