-4.5%
LUNR vs SEI
+18.6%
-23.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -16.9% | +11.7% | +2.8% |
| 7D | -14.3% | -16.4% | +2.1% | -7.3% |
| 30D | -30.5% | -22.9% | -7.6% | -22.6% |
| 3M | -28.9% | -0.3% | -28.6% | -31.4% |
| 6M | -60.8% | -22.3% | -38.5% | -57.9% |
| YTD | -38.8% | +26.2% | -65.0% | -54.1% |
| 1Y | -4.5% | +8.2% | -12.7% | -24.2% |
| All | -4.5% | +18.6% | -23.1% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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