+67.7%
SO vs LUNR
+51.5%
+16.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.5% | -0.7% |
| 7D | -1.1% | -0.5% | -0.6% | -1.2% |
| 30D | -3.7% | -11.3% | +7.5% | -3.8% |
| 3M | -5.9% | -44.9% | +39.0% | -6.1% |
| 6M | -7.3% | -17.3% | +10.0% | -7.3% |
| YTD | +3.1% | -9.9% | +13.0% | +3.3% |
| 1Y | -1.0% | +76.1% | -77.1% | -0.5% |
| 3Y | +43.2% | +240.0% | -196.8% | +44.8% |
| All | +67.7% | +51.5% | +16.2% | +75.2% |
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