-8.1%
UNH vs LUNR
+48.7%
-56.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.5% | -2.4% |
| 7D | -4.5% | -3.1% | -1.4% | -4.5% |
| 30D | -6.5% | -15.3% | +8.8% | -6.5% |
| 3M | -6.0% | -53.2% | +47.2% | -6.0% |
| 6M | +33.7% | -22.2% | +55.9% | +33.7% |
| YTD | +16.4% | -11.6% | +28.0% | +16.5% |
| 1Y | +10.1% | +68.4% | -58.4% | +10.3% |
| 3Y | -16.3% | +216.8% | -233.1% | -15.6% |
| All | -8.1% | +48.7% | -56.8% | -4.1% |
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