+68.4%
LUNR vs SPG
+19.1%
+49.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -3.1% | -1.2% | -2.0% | -3.5% |
| 30D | -15.3% | -6.1% | -9.2% | -17.6% |
| 3M | -53.2% | -3.6% | -49.5% | -54.0% |
| 6M | -22.2% | +10.4% | -32.6% | -24.0% |
| YTD | -11.6% | +14.4% | -26.0% | -11.5% |
| 1Y | +68.4% | +16.5% | +51.9% | +72.6% |
| All | +68.4% | +19.1% | +49.4% | +72.6% |
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