+48.7%
LUNR vs NI
+92.0%
-43.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -14.8% |
| 3M | -53.2% | -10.6% | -42.6% | -51.0% |
| 6M | -22.2% | -9.3% | -12.9% | -19.4% |
| YTD | -11.6% | +1.1% | -12.7% | -13.2% |
| 1Y | +68.4% | +3.4% | +65.1% | +63.3% |
| 3Y | +216.8% | +67.9% | +148.9% | +156.3% |
| All | +48.7% | +92.0% | -43.3% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling