+222.7%
LUNR vs SGI
+50.3%
+172.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -0.1% |
| 7D | -0.5% | -4.9% | +4.4% | +2.9% |
| 30D | -11.3% | +1.6% | -12.9% | -12.6% |
| 3M | -44.9% | -3.2% | -41.7% | -44.7% |
| 6M | -17.3% | -16.0% | -1.3% | -9.0% |
| YTD | -9.9% | -25.4% | +15.5% | +6.4% |
| 1Y | +76.1% | -21.6% | +97.7% | +96.8% |
| All | +222.7% | +50.3% | +172.5% | +104.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling