+36.3%
TRV vs LUNR
+73.3%
-37.0%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.0% |
| 7D | +1.9% | -3.1% | +5.0% | +1.9% |
| 30D | +1.7% | -15.3% | +17.0% | +1.4% |
| 3M | +23.9% | -53.2% | +77.0% | +22.6% |
| 6M | +26.3% | -22.2% | +48.5% | +25.7% |
| YTD | +30.8% | -11.6% | +42.4% | +30.2% |
| 1Y | +36.3% | +68.4% | -32.1% | +40.0% |
| All | +36.3% | +73.3% | -37.0% | +40.0% |
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