+50.1%
LUNR vs MSI
+37.5%
+12.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | +24.2% | +3.2% | +20.9% | +25.8% |
| 30D | +18.0% | +17.6% | +0.4% | +27.1% |
| 3M | -26.0% | +14.5% | -40.5% | -20.8% |
| 6M | -63.6% | +34.3% | -97.8% | -57.5% |
| YTD | -19.9% | +39.7% | -59.6% | +13.6% |
| 1Y | +50.1% | +40.2% | +10.0% | +128.2% |
| All | +50.1% | +37.5% | +12.6% | +128.2% |
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