+48.7%
LUNR vs ESI
+45.5%
+3.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.1% |
| 7D | -3.1% | -4.6% | +1.5% | -0.6% |
| 30D | -15.3% | -10.5% | -4.8% | -10.1% |
| 3M | -53.2% | -19.8% | -33.4% | -47.8% |
| 6M | -22.2% | +5.8% | -28.0% | -24.1% |
| YTD | -11.6% | +38.3% | -49.9% | -23.4% |
| 1Y | +68.4% | +31.5% | +36.9% | +49.8% |
| 3Y | +216.8% | +80.7% | +136.1% | +164.3% |
| All | +48.7% | +45.5% | +3.2% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 10y: compounded portfolio wealth divided by compounded ESI 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…
10y analysis · Full analysis span regression · 6 months rolling