-31.5%
GIS vs LUNR
+48.7%
-80.2%
-59.6%
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 | -6.4% | -3.1% | -3.3% | -6.4% |
| 30D | -6.1% | -15.3% | +9.2% | -6.2% |
| 3M | +7.8% | -53.2% | +61.0% | +7.4% |
| 6M | -8.8% | -22.2% | +13.4% | -8.8% |
| YTD | -19.1% | -11.6% | -7.5% | -19.0% |
| 1Y | -24.8% | +68.4% | -93.2% | -24.4% |
| 3Y | -37.6% | +216.8% | -254.3% | -37.1% |
| All | -31.5% | +48.7% | -80.2% | -29.3% |
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