-4.8%
UNH vs LUNR
+54.8%
-59.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.7% | +2.8% | -1.9% |
| 7D | -1.7% | +0.5% | -2.2% | -1.7% |
| 30D | -3.8% | -5.3% | +1.5% | -3.8% |
| 3M | -4.3% | -45.6% | +41.3% | -4.3% |
| 6M | +38.6% | -17.4% | +56.0% | +38.7% |
| YTD | +20.7% | -7.9% | +28.6% | +20.8% |
| 1Y | +16.0% | +77.6% | -61.6% | +16.2% |
| 3Y | -13.5% | +247.4% | -260.9% | -12.7% |
| All | -4.8% | +54.8% | -59.6% | -0.6% |
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 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