+75.9%
LUNR vs SAN
+58.9%
+17.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.1% |
| 7D | -3.6% | +1.8% | -5.4% | -4.5% |
| 30D | +5.9% | +2.0% | +3.9% | +4.7% |
| 3M | -56.0% | +19.7% | -75.7% | -59.4% |
| 6M | -20.5% | +30.6% | -51.1% | -31.1% |
| YTD | -8.7% | +28.8% | -37.6% | -23.8% |
| 1Y | +75.9% | +57.8% | +18.1% | +56.8% |
| All | +75.9% | +58.9% | +17.0% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 1y: compounded portfolio wealth divided by compounded SAN 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…
1y analysis · Full analysis span regression · 6 months rolling