+76.1%
LUNR vs MSI
-1.8%
+77.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -1.9% |
| 7D | -0.5% | -1.8% | +1.2% | -0.9% |
| 30D | -11.3% | -0.6% | -10.6% | -11.3% |
| 3M | -44.9% | +13.0% | -57.9% | -43.1% |
| 6M | -17.3% | +0.5% | -17.8% | -16.4% |
| YTD | -9.9% | +21.7% | -31.6% | -8.6% |
| 1Y | +76.1% | -2.6% | +78.8% | +116.2% |
| All | +76.1% | -1.8% | +77.9% | +116.2% |
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