+62.5%
UBER vs LUNR
+48.7%
+13.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -1.2% |
| 7D | -5.4% | -3.1% | -2.3% | -5.3% |
| 30D | -4.9% | -15.3% | +10.4% | -4.6% |
| 3M | +3.0% | -53.2% | +56.2% | +4.4% |
| 6M | -4.4% | -22.2% | +17.8% | -4.5% |
| YTD | -12.3% | -11.6% | -0.7% | -12.8% |
| 1Y | -24.3% | +68.4% | -92.7% | -25.8% |
| 3Y | +46.4% | +216.8% | -170.3% | +42.5% |
| All | +62.5% | +48.7% | +13.8% | +58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling