+51.5%
LUNR price history and return analytics
+60.3%
-8.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.3% | -1.2% |
| 7D | -0.5% | -2.0% | +1.5% | +1.8% |
| 30D | -11.3% | -1.4% | -9.9% | -9.7% |
| 3M | -44.9% | +4.7% | -49.6% | -47.1% |
| 6M | -17.3% | +11.4% | -28.7% | -23.9% |
| YTD | -9.9% | +13.1% | -23.0% | -17.9% |
| 1Y | +76.1% | +19.0% | +57.1% | +55.9% |
| 3Y | +240.0% | +73.9% | +166.1% | +187.7% |
| All | +51.5% | +60.3% | -8.8% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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