+53.2%
LUNR vs MSFU
+70.7%
-17.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -4.5% |
| 7D | +0.5% | -2.3% | +2.9% | +1.0% |
| 30D | -5.3% | -6.3% | +0.9% | -4.2% |
| 3M | -45.6% | +40.0% | -85.6% | -51.4% |
| 6M | -17.4% | +30.1% | -47.5% | -25.5% |
| YTD | -7.9% | -10.3% | +2.4% | -9.5% |
| 1Y | +77.6% | -19.0% | +96.7% | +79.1% |
| 3Y | +247.4% | +25.8% | +221.6% | +236.2% |
| All | +53.2% | +70.7% | -17.5% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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