+62.5%
LUNR price history and return analytics
+62.7%
-0.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.5% | +6.4% | +6.4% |
| 7D | +6.5% | +1.0% | +5.5% | +5.2% |
| 30D | -4.4% | -0.2% | -4.2% | -4.0% |
| 3M | -47.3% | +4.5% | -51.8% | -49.3% |
| 6M | -11.1% | +14.1% | -25.1% | -20.2% |
| YTD | -3.4% | +14.8% | -18.1% | -13.5% |
| 1Y | +85.8% | +21.2% | +64.6% | +61.2% |
| 3Y | +264.7% | +76.6% | +188.1% | +203.2% |
| All | +62.5% | +62.7% | -0.2% | +41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling