+19.3%
TPR vs LUNR
-9.9%
+29.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.2% | +8.8% | +3.8% |
| 7D | +12.6% | -14.3% | +27.0% | +13.4% |
| 30D | +7.1% | -30.5% | +37.7% | +8.9% |
| 3M | -19.4% | -28.9% | +9.5% | -18.6% |
| 6M | -9.7% | -60.8% | +51.1% | -6.1% |
| YTD | -1.0% | -38.8% | +37.8% | -2.1% |
| 1Y | +19.3% | -4.5% | +23.8% | +9.6% |
| All | +19.3% | -9.9% | +29.2% | +9.6% |
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 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