-4.5%
LUNR vs MSI
+28.6%
-33.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.2% | -6.5% | -4.8% |
| 7D | -14.3% | +2.8% | -17.1% | -13.5% |
| 30D | -30.5% | +9.1% | -39.7% | -28.2% |
| 3M | -28.9% | +12.5% | -41.4% | -25.9% |
| 6M | -60.8% | +14.2% | -75.0% | -58.7% |
| YTD | -38.8% | +30.7% | -69.5% | -27.0% |
| 1Y | -4.5% | +27.5% | -32.0% | +34.7% |
| All | -4.5% | +28.6% | -33.1% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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