+226.2%
LUNR vs FGI
+1.5%
+224.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.5% | -0.8% | +22.2% | +21.5% |
| 7D | -1.9% | -7.0% | +5.1% | -1.8% |
| 30D | -27.3% | -4.2% | -23.1% | -27.3% |
| 3M | -29.9% | +55.6% | -85.5% | -31.0% |
| 6M | -60.2% | -3.2% | -57.1% | -60.8% |
| YTD | -35.5% | +29.1% | -64.6% | -37.0% |
| 1Y | +9.5% | +51.0% | -41.5% | +7.0% |
| 3Y | +226.2% | +1.5% | +224.7% | +250.5% |
| All | +226.2% | +1.5% | +224.7% | +250.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling