+45.4%
XLU vs LUNR
+48.7%
-3.3%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.3% |
| 7D | -1.6% | -3.1% | +1.5% | -1.6% |
| 30D | -3.3% | -15.3% | +12.0% | -3.3% |
| 3M | -3.2% | -53.2% | +50.0% | -2.9% |
| 6M | -7.0% | -22.2% | +15.3% | -7.0% |
| YTD | +0.6% | -11.6% | +12.2% | +0.5% |
| 1Y | +2.4% | +68.4% | -66.0% | +2.0% |
| 3Y | +46.3% | +216.8% | -170.5% | +45.7% |
| All | +45.4% | +48.7% | -3.3% | +46.5% |
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