+35.0%
LUNR vs SUI
-29.2%
+64.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.7% | +7.7% | +7.1% |
| 7D | +51.2% | -3.8% | +55.0% | +52.0% |
| 30D | +7.0% | +3.9% | +3.0% | +5.5% |
| 3M | -23.1% | +0.2% | -23.3% | -23.6% |
| 6M | -59.4% | -4.2% | -55.2% | -59.3% |
| YTD | -19.7% | -2.5% | -17.2% | -19.9% |
| 1Y | +39.5% | -4.0% | +43.5% | +39.8% |
| 3Y | +357.2% | +16.5% | +340.7% | +344.3% |
| All | +35.0% | -29.2% | +64.2% | +31.3% |
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