+75.9%
LUNR vs SIMO
+226.2%
-150.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.7% | -8.0% | -1.2% |
| 7D | -3.6% | +4.2% | -7.9% | -4.6% |
| 30D | +5.9% | +4.1% | +1.8% | +4.8% |
| 3M | -56.0% | -12.9% | -43.1% | -55.5% |
| 6M | -20.5% | +110.3% | -130.8% | -26.5% |
| YTD | -8.7% | +178.6% | -187.3% | -31.6% |
| 1Y | +75.9% | +220.0% | -144.1% | +28.4% |
| All | +75.9% | +226.2% | -150.3% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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