+51.5%
LUNR vs AEIS
+207.0%
-155.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | -0.4% |
| 7D | -0.5% | -0.2% | -0.3% | -0.4% |
| 30D | -11.3% | -16.4% | +5.1% | -4.2% |
| 3M | -44.9% | -11.1% | -33.8% | -42.9% |
| 6M | -17.3% | -12.0% | -5.3% | -15.2% |
| YTD | -9.9% | +30.9% | -40.8% | -23.3% |
| 1Y | +76.1% | +74.3% | +1.8% | +34.4% |
| 3Y | +240.0% | +165.2% | +74.8% | +123.9% |
| All | +51.5% | +207.0% | -155.5% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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