+11.1%
SNPS vs LUNR
+54.8%
-43.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.7% | +5.0% | +0.4% |
| 7D | -5.5% | +0.5% | -6.0% | -5.5% |
| 30D | -4.5% | -5.3% | +0.8% | -4.4% |
| 3M | -15.5% | -45.6% | +30.1% | -15.1% |
| 6M | -10.1% | -17.4% | +7.3% | -10.1% |
| YTD | -16.3% | -7.9% | -8.3% | -16.5% |
| 1Y | -34.9% | +77.6% | -112.6% | -35.3% |
| 3Y | -14.4% | +247.4% | -261.8% | -13.1% |
| All | +11.1% | +54.8% | -43.7% | +23.5% |
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