-4.5%
LUNR vs SGI
-10.7%
+6.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +6.8% | -12.1% | -7.1% |
| 7D | -14.3% | +12.1% | -26.4% | -17.4% |
| 30D | -30.5% | +12.1% | -42.6% | -33.0% |
| 3M | -28.9% | +0.4% | -29.3% | -29.2% |
| 6M | -60.8% | -4.0% | -56.8% | -60.2% |
| YTD | -38.8% | -21.2% | -17.6% | -37.1% |
| 1Y | -4.5% | -12.1% | +7.6% | +1.8% |
| All | -4.5% | -10.7% | +6.2% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 SGI 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