+48.7%
LUNR vs SGI
+52.3%
-3.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.2% |
| 7D | -3.1% | -4.5% | +1.3% | -1.5% |
| 30D | -15.3% | +4.2% | -19.5% | -16.7% |
| 3M | -53.2% | -7.4% | -45.7% | -52.2% |
| 6M | -22.2% | -15.1% | -7.2% | -18.3% |
| YTD | -11.6% | -24.7% | +13.1% | -3.6% |
| 1Y | +68.4% | -21.8% | +90.2% | +80.4% |
| 3Y | +216.8% | +50.0% | +166.7% | +187.4% |
| All | +48.7% | +52.3% | -3.6% | +33.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling