+216.8%
LUNR vs NI
+68.9%
+147.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -3.1% | 0.0% | -3.2% | -3.1% |
| 30D | -15.3% | -1.4% | -14.0% | -14.4% |
| 3M | -53.2% | -10.6% | -42.6% | -49.2% |
| 6M | -22.2% | -9.3% | -12.9% | -17.4% |
| YTD | -11.6% | +1.1% | -12.7% | -15.8% |
| 1Y | +68.4% | +3.4% | +65.1% | +55.4% |
| 3Y | +216.8% | +67.9% | +148.9% | +49.4% |
| All | +216.8% | +68.9% | +147.8% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 3y: compounded portfolio wealth divided by compounded NI 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…
3y analysis · Full analysis span regression · 6 months rolling