-4.5%
LUNR vs FGI
+38.7%
-43.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.0% | -0.3% | -5.1% |
| 7D | -14.3% | +3.3% | -17.7% | -14.4% |
| 30D | -30.5% | -2.0% | -28.5% | -30.5% |
| 3M | -28.9% | +60.3% | -89.1% | -30.8% |
| 6M | -60.8% | +0.7% | -61.6% | -61.8% |
| YTD | -38.8% | +30.2% | -69.0% | -40.3% |
| 1Y | -4.5% | +44.4% | -48.9% | -15.9% |
| All | -4.5% | +38.7% | -43.2% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling