+226.2%
LUNR vs SUI
+15.1%
+211.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.5% | -1.5% | +22.9% | +21.9% |
| 7D | -1.9% | +6.2% | -8.1% | -4.3% |
| 30D | -27.3% | +8.6% | -35.9% | -30.4% |
| 3M | -29.9% | +1.0% | -30.9% | -30.7% |
| 6M | -60.2% | -2.6% | -57.6% | -60.3% |
| YTD | -35.5% | -0.1% | -35.4% | -36.4% |
| 1Y | +9.5% | +0.5% | +9.1% | +7.6% |
| 3Y | +226.2% | +15.3% | +210.9% | +165.8% |
| All | +226.2% | +15.1% | +211.0% | +165.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling