+93.3%
SPOT vs LUNR
+48.7%
+44.6%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +0.8% |
| 7D | -3.1% | -3.1% | 0.0% | -3.0% |
| 30D | +7.4% | -15.3% | +22.7% | +7.6% |
| 3M | +8.2% | -53.2% | +61.3% | +9.1% |
| 6M | +2.2% | -22.2% | +24.4% | +2.2% |
| YTD | -9.5% | -11.6% | +2.1% | -9.8% |
| 1Y | -23.8% | +68.4% | -92.3% | -24.8% |
| 3Y | +233.5% | +216.8% | +16.7% | +231.3% |
| All | +93.3% | +48.7% | +44.6% | +108.8% |
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