-28.2%
SOFI vs LUNR
+75.3%
-103.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.7% |
| 7D | +0.9% | -3.6% | +4.5% | +1.6% |
| 30D | -0.2% | +5.9% | -6.0% | -1.5% |
| 3M | +6.2% | -56.0% | +62.2% | +20.6% |
| 6M | -2.6% | -20.5% | +17.9% | -4.9% |
| YTD | -30.4% | -8.7% | -21.7% | -36.6% |
| 1Y | -28.2% | +75.9% | -104.1% | -48.5% |
| All | -28.2% | +75.3% | -103.5% | -48.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling