-59.2%
TEAM vs LUNR
+48.7%
-107.9%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.1% |
| 7D | -5.2% | -3.1% | -2.1% | -5.2% |
| 30D | +15.8% | -15.3% | +31.1% | +16.0% |
| 3M | +101.5% | -53.2% | +154.6% | +103.8% |
| 6M | +138.2% | -22.2% | +160.4% | +138.1% |
| YTD | +10.8% | -11.6% | +22.4% | +10.3% |
| 1Y | +1.7% | +68.4% | -66.7% | -0.1% |
| 3Y | -16.0% | +216.8% | -232.8% | -17.1% |
| All | -59.2% | +48.7% | -107.9% | -53.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling