+214.8%
TER vs LUNR
+72.6%
+142.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -3.1% |
| 7D | +9.4% | -0.5% | +9.9% | +9.5% |
| 30D | -2.4% | -11.3% | +8.9% | +0.1% |
| 3M | +6.5% | -44.9% | +51.4% | +16.9% |
| 6M | +23.2% | -17.3% | +40.5% | +22.3% |
| YTD | +91.5% | -9.9% | +101.4% | +83.4% |
| 1Y | +214.8% | +76.1% | +138.7% | +105.5% |
| All | +214.8% | +72.6% | +142.2% | +105.5% |
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