+48.7%
LUNR vs SPG
+62.7%
-14.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.9% |
| 7D | -3.1% | -1.2% | -2.0% | -2.7% |
| 30D | -15.3% | -6.1% | -9.2% | -13.8% |
| 3M | -53.2% | -3.6% | -49.5% | -53.0% |
| 6M | -22.2% | +10.4% | -32.6% | -25.6% |
| YTD | -11.6% | +14.4% | -26.0% | -16.8% |
| 1Y | +68.4% | +16.5% | +51.9% | +57.0% |
| 3Y | +216.8% | +106.8% | +110.0% | +188.8% |
| All | +48.7% | +62.7% | -14.0% | +35.7% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling