+25.1%
XYZ vs LUNR
+37.2%
-12.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +7.0% | -11.0% | -4.6% |
| 7D | -2.1% | +51.2% | -53.3% | -5.8% |
| 30D | +7.0% | +7.0% | 0.0% | +5.8% |
| 3M | +5.1% | -23.1% | +28.2% | +6.6% |
| 6M | +14.1% | -59.4% | +73.5% | +21.6% |
| YTD | +26.4% | -19.7% | +46.1% | +25.1% |
| 1Y | +25.1% | +39.5% | -14.4% | +19.2% |
| All | +25.1% | +37.2% | -12.1% | +19.2% |
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