+54.8%
LUNR vs SUI
-30.7%
+85.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.4% | -3.4% | -4.4% |
| 7D | +0.5% | -4.3% | +4.8% | +1.6% |
| 30D | -5.3% | -2.1% | -3.2% | -4.9% |
| 3M | -45.6% | -6.1% | -39.5% | -45.1% |
| 6M | -17.4% | -12.8% | -4.6% | -14.8% |
| YTD | -7.9% | -4.6% | -3.3% | -7.2% |
| 1Y | +77.6% | -7.7% | +85.3% | +80.3% |
| 3Y | +247.4% | +10.9% | +236.5% | +240.8% |
| All | +54.8% | -30.7% | +85.5% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling