+76.8%
LUNR vs SN
+476.8%
-400.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.3% | -1.4% | -3.3% |
| 7D | +0.5% | -3.4% | +3.9% | +2.1% |
| 30D | -5.3% | -9.1% | +3.7% | -1.5% |
| 3M | -45.6% | +31.8% | -77.4% | -52.3% |
| 6M | -17.4% | +52.0% | -69.4% | -33.1% |
| YTD | -7.9% | +51.3% | -59.2% | -26.0% |
| 1Y | +77.6% | +46.9% | +30.8% | +43.8% |
| 3Y | +247.4% | +394.9% | -147.5% | +128.0% |
| All | +76.8% | +476.8% | -400.0% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 5y: compounded portfolio wealth divided by compounded SN 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…
5y analysis · Full analysis span regression · 6 months rolling