+216.8%
LUNR vs SEI
+594.6%
-377.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.1% | -6.9% | -3.8% |
| 7D | -3.1% | +22.6% | -25.7% | -11.1% |
| 30D | -15.3% | +9.1% | -24.4% | -18.7% |
| 3M | -53.2% | -11.3% | -41.8% | -51.7% |
| 6M | -22.2% | +22.0% | -44.2% | -29.8% |
| YTD | -11.6% | +47.3% | -58.9% | -26.5% |
| 1Y | +68.4% | +124.8% | -56.3% | +19.7% |
| 3Y | +216.8% | +591.3% | -374.5% | +20.4% |
| All | +216.8% | +594.6% | -377.8% | +20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling