+9.5%
V vs LUNR
+72.6%
-63.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | -0.1% |
| 7D | -3.0% | -0.5% | -2.5% | -3.0% |
| 30D | +1.2% | -11.3% | +12.5% | +1.1% |
| 3M | +13.9% | -44.9% | +58.8% | +14.1% |
| 6M | +17.2% | -17.3% | +34.6% | +16.1% |
| YTD | +5.3% | -9.9% | +15.3% | +3.5% |
| 1Y | +9.5% | +76.1% | -66.7% | +13.6% |
| All | +9.5% | +72.6% | -63.1% | +13.6% |
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 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