+216.8%
LUNR vs RSG
+57.7%
+159.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -1.7% |
| 7D | -3.1% | 0.0% | -3.1% | -3.1% |
| 30D | -15.3% | +4.0% | -19.3% | -14.7% |
| 3M | -53.2% | +7.4% | -60.5% | -52.7% |
| 6M | -22.2% | +0.1% | -22.3% | -19.9% |
| YTD | -11.6% | +6.0% | -17.6% | -10.3% |
| 1Y | +68.4% | -3.0% | +71.4% | +75.1% |
| 3Y | +216.8% | +56.5% | +160.3% | +192.8% |
| All | +216.8% | +57.7% | +159.1% | +192.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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