+52.8%
LUNR vs FGI
-70.4%
+123.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.5% | -6.8% | +0.7% |
| 7D | -3.6% | +0.5% | -4.2% | -3.7% |
| 30D | +5.9% | +65.4% | -59.5% | +4.4% |
| 3M | -56.0% | +23.5% | -79.5% | -56.5% |
| 6M | -20.5% | +60.5% | -81.0% | -22.3% |
| YTD | -8.7% | +30.0% | -38.7% | -10.5% |
| 1Y | +75.9% | +82.1% | -6.2% | +73.1% |
| 3Y | +202.9% | -4.4% | +207.3% | +210.0% |
| All | +52.8% | -70.4% | +123.2% | +53.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling