+62.5%
LUNR vs ESI
+53.4%
+9.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.6% | +5.3% | +5.6% |
| 7D | +6.5% | +5.4% | +1.1% | +3.6% |
| 30D | -4.4% | -4.2% | -0.2% | -2.0% |
| 3M | -47.3% | -9.6% | -37.7% | -44.7% |
| 6M | -11.1% | +18.3% | -29.4% | -17.8% |
| YTD | -3.4% | +45.8% | -49.2% | -18.6% |
| 1Y | +85.8% | +39.2% | +46.6% | +60.4% |
| 3Y | +264.7% | +86.3% | +178.4% | +196.2% |
| All | +62.5% | +53.4% | +9.1% | +29.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling