+54.8%
LUNR vs MSI
+90.8%
-36.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.1% | -4.8% |
| 7D | +0.5% | -4.0% | +4.5% | 0.0% |
| 30D | -5.3% | -0.5% | -4.9% | -5.3% |
| 3M | -45.6% | +11.4% | -57.0% | -44.7% |
| 6M | -17.4% | +1.0% | -18.3% | -16.9% |
| YTD | -7.9% | +20.7% | -28.6% | -5.5% |
| 1Y | +77.6% | -2.7% | +80.3% | +79.3% |
| 3Y | +247.4% | +68.2% | +179.2% | +322.0% |
| All | +54.8% | +90.8% | -36.0% | +97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling