-4.5%
LUNR vs SPG
+34.3%
-38.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.9% | -8.1% | -4.3% |
| 7D | -14.3% | +8.2% | -22.5% | -12.3% |
| 30D | -30.5% | +13.5% | -44.0% | -28.1% |
| 3M | -28.9% | +2.2% | -31.1% | -29.0% |
| 6M | -60.8% | +15.9% | -76.7% | -60.4% |
| YTD | -38.8% | +27.6% | -66.4% | -39.7% |
| 1Y | -4.5% | +30.9% | -35.5% | -8.4% |
| All | -4.5% | +34.3% | -38.8% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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