+85.8%
V vs LUNR
+54.8%
+30.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | -0.3% |
| 7D | -2.9% | +0.5% | -3.4% | -2.9% |
| 30D | +1.9% | -5.3% | +7.2% | +1.9% |
| 3M | +13.2% | -45.6% | +58.8% | +13.4% |
| 6M | +16.7% | -17.4% | +34.1% | +16.6% |
| YTD | +5.4% | -7.9% | +13.3% | +5.2% |
| 1Y | +7.7% | +77.6% | -70.0% | +7.2% |
| 3Y | +52.0% | +247.4% | -195.4% | +51.9% |
| All | +85.8% | +54.8% | +30.9% | +87.8% |
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