+95.4%
VALE vs LUNR
+48.7%
+46.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.3% |
| 7D | -0.3% | -3.1% | +2.8% | -0.2% |
| 30D | +8.6% | -15.3% | +24.0% | +8.8% |
| 3M | +2.0% | -53.2% | +55.1% | +2.7% |
| 6M | +2.1% | -22.2% | +24.3% | +2.3% |
| YTD | +20.2% | -11.6% | +31.8% | +20.2% |
| 1Y | +55.2% | +68.4% | -13.3% | +54.5% |
| 3Y | +45.9% | +216.8% | -170.9% | +45.4% |
| All | +95.4% | +48.7% | +46.7% | +112.3% |
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 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