+61.8%
LUNR vs FGI
-69.8%
+131.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.9% | +4.0% | +5.9% |
| 7D | +6.5% | +5.2% | +1.4% | +6.5% |
| 30D | -4.4% | +65.2% | -69.6% | -5.7% |
| 3M | -47.3% | +30.2% | -77.4% | -47.9% |
| 6M | -11.1% | +87.8% | -98.9% | -13.4% |
| YTD | -3.4% | +32.5% | -35.8% | -5.3% |
| 1Y | +85.8% | +93.6% | -7.8% | +82.9% |
| 3Y | +264.7% | -2.6% | +267.2% | +273.1% |
| All | +61.8% | -69.8% | +131.6% | +62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling