+51.5%
LUNR vs SAN
+372.8%
-321.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | -0.5% | -2.8% | +2.2% | +0.4% |
| 30D | -11.3% | -0.5% | -10.7% | -11.2% |
| 3M | -44.9% | +22.7% | -67.6% | -48.3% |
| 6M | -17.3% | +28.8% | -46.1% | -23.5% |
| YTD | -9.9% | +26.3% | -36.2% | -17.1% |
| 1Y | +76.1% | +48.8% | +27.3% | +54.6% |
| 3Y | +240.0% | +347.2% | -107.2% | +141.2% |
| All | +51.5% | +372.8% | -321.3% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling