+22.4%
LUNR vs SUI
-28.1%
+50.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.8% |
| 7D | +12.7% | +3.4% | +9.3% | +11.8% |
| 30D | -10.5% | +4.6% | -15.1% | -11.7% |
| 3M | -25.2% | +1.6% | -26.7% | -25.8% |
| 6M | -59.2% | -3.5% | -55.8% | -59.2% |
| YTD | -27.2% | -1.0% | -26.2% | -27.6% |
| 1Y | +19.7% | -1.7% | +21.4% | +19.3% |
| 3Y | +314.4% | +18.4% | +296.0% | +301.7% |
| All | +22.4% | -28.1% | +50.4% | +18.7% |
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