+51.5%
LUNR vs RSG
+71.7%
-20.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -0.5% | -1.8% | +1.3% | +0.1% |
| 30D | -11.3% | +2.8% | -14.1% | -12.4% |
| 3M | -44.9% | +4.3% | -49.2% | -46.6% |
| 6M | -17.3% | -0.5% | -16.8% | -18.0% |
| YTD | -9.9% | +5.2% | -15.1% | -14.4% |
| 1Y | +76.1% | -2.1% | +78.3% | +75.8% |
| 3Y | +240.0% | +56.5% | +183.5% | +114.0% |
| All | +51.5% | +71.7% | -20.2% | -19.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling