+54.8%
LUNR vs NI
+93.2%
-38.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.5% |
| 7D | +0.5% | +1.3% | -0.7% | 0.0% |
| 30D | -5.3% | -0.3% | -5.1% | -5.2% |
| 3M | -45.6% | -9.5% | -36.2% | -43.5% |
| 6M | -17.4% | -10.2% | -7.1% | -14.0% |
| YTD | -7.9% | +1.8% | -9.7% | -9.8% |
| 1Y | +77.6% | +5.7% | +72.0% | +70.4% |
| 3Y | +247.4% | +69.6% | +177.8% | +180.3% |
| All | +54.8% | +93.2% | -38.4% | +25.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling