-16.5%
SOUN vs LUNR
+47.8%
-64.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.2% |
| 7D | -7.1% | -3.1% | -4.0% | -6.9% |
| 30D | -15.4% | -15.3% | -0.1% | -14.4% |
| 3M | -10.6% | -53.2% | +42.6% | -5.6% |
| 6M | -19.6% | -22.2% | +2.6% | -19.2% |
| YTD | -37.2% | -11.6% | -25.6% | -37.7% |
| 1Y | -57.1% | +68.4% | -125.5% | -59.2% |
| 3Y | +178.2% | +216.8% | -38.6% | +161.1% |
| All | -16.5% | +47.8% | -64.3% | -0.4% |
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