-59.2%
TEAM vs LUNR
+51.5%
-110.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.1% | +3.2% | +1.1% |
| 7D | -7.8% | -0.5% | -7.2% | -7.8% |
| 30D | +16.5% | -11.3% | +27.8% | +16.7% |
| 3M | +96.2% | -44.9% | +141.1% | +97.8% |
| 6M | +130.2% | -17.3% | +147.5% | +129.8% |
| YTD | +10.7% | -9.9% | +20.7% | +10.2% |
| 1Y | +3.0% | +76.1% | -73.1% | +1.1% |
| 3Y | -13.1% | +240.0% | -253.1% | -14.2% |
| All | -59.2% | +51.5% | -110.7% | -53.6% |
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