+75.9%
LUNR vs SPG
+21.3%
+54.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.3% |
| 7D | -3.6% | -2.4% | -1.3% | -4.6% |
| 30D | +5.9% | -6.8% | +12.7% | +2.8% |
| 3M | -56.0% | +2.7% | -58.6% | -56.1% |
| 6M | -20.5% | +5.5% | -25.9% | -24.3% |
| YTD | -8.7% | +15.7% | -24.5% | -8.8% |
| 1Y | +75.9% | +20.9% | +55.0% | +77.5% |
| All | +75.9% | +21.3% | +54.6% | +77.5% |
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