+51.5%
LUNR vs ESI
+44.7%
+6.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.5% | +2.4% | +0.2% |
| 7D | -0.5% | -2.3% | +1.8% | +0.7% |
| 30D | -11.3% | -9.0% | -2.2% | -6.6% |
| 3M | -44.9% | -13.3% | -31.6% | -40.8% |
| 6M | -17.3% | +5.3% | -22.6% | -19.0% |
| YTD | -9.9% | +37.6% | -47.5% | -21.7% |
| 1Y | +76.1% | +33.6% | +42.5% | +55.8% |
| 3Y | +240.0% | +75.8% | +164.2% | +184.7% |
| All | +51.5% | +44.7% | +6.8% | +24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling