+250.7%
TQQQ vs LUNR
+228.4%
+22.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.4% | +2.9% |
| 7D | -1.9% | -3.1% | +1.2% | -1.4% |
| 30D | -4.9% | -15.3% | +10.5% | -2.3% |
| 3M | -6.4% | -53.2% | +46.8% | +5.3% |
| 6M | +44.4% | -22.2% | +66.6% | +46.8% |
| YTD | +35.2% | -11.6% | +46.8% | +31.7% |
| 1Y | +49.5% | +68.4% | -18.9% | +29.4% |
| 3Y | +250.7% | +216.8% | +33.9% | +196.6% |
| All | +250.7% | +228.4% | +22.3% | +196.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling