+76.3%
TQQQ vs LUNR
+48.7%
+27.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.8% | +4.4% | +2.6% |
| 7D | -1.9% | -3.1% | +1.2% | -1.8% |
| 30D | -4.9% | -15.3% | +10.5% | -4.2% |
| 3M | -6.4% | -53.2% | +46.8% | -3.8% |
| 6M | +44.4% | -22.2% | +66.6% | +45.4% |
| YTD | +35.2% | -11.6% | +46.8% | +35.1% |
| 1Y | +49.5% | +68.4% | -18.9% | +46.6% |
| 3Y | +250.7% | +216.8% | +33.9% | +248.6% |
| All | +76.3% | +48.7% | +27.6% | +83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling