+75.9%
LUNR vs SFM
-41.4%
+117.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.1% | +0.3% |
| 7D | -3.6% | -0.1% | -3.6% | -3.6% |
| 30D | +5.9% | -4.4% | +10.2% | +6.5% |
| 3M | -56.0% | +1.5% | -57.5% | -56.2% |
| 6M | -20.5% | +6.5% | -26.9% | -21.4% |
| YTD | -8.7% | +2.2% | -10.9% | -8.8% |
| 1Y | +75.9% | -41.9% | +117.8% | +101.4% |
| All | +75.9% | -41.4% | +117.3% | +101.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 SFM 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