+61.2%
VALE vs LUNR
+75.3%
-14.1%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.3% |
| 7D | +1.6% | -3.6% | +5.2% | +1.9% |
| 30D | +5.1% | +5.9% | -0.7% | +4.3% |
| 3M | -0.4% | -56.0% | +55.6% | +5.3% |
| 6M | -2.2% | -20.5% | +18.3% | -2.0% |
| YTD | +20.5% | -8.7% | +29.3% | +19.3% |
| 1Y | +61.2% | +75.9% | -14.7% | +47.3% |
| All | +61.2% | +75.3% | -14.1% | +47.3% |
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