+48.7%
LUNR vs SU
+228.2%
-179.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.9% |
| 7D | -3.1% | +2.2% | -5.3% | -2.9% |
| 30D | -15.3% | +8.4% | -23.8% | -14.6% |
| 3M | -53.2% | +12.1% | -65.3% | -52.5% |
| 6M | -22.2% | +19.7% | -41.9% | -20.4% |
| YTD | -11.6% | +58.4% | -70.0% | -6.4% |
| 1Y | +68.4% | +67.2% | +1.2% | +79.9% |
| 3Y | +216.8% | +125.0% | +91.7% | +269.1% |
| All | +48.7% | +228.2% | -179.5% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 all: compounded portfolio wealth divided by compounded SU 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…
all analysis · Full analysis span regression · 6 months rolling