+53.5%
LUNR vs SUI
-28.7%
+82.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +0.8% |
| 7D | -3.6% | -2.8% | -0.8% | -3.0% |
| 30D | +5.9% | -1.2% | +7.0% | +6.1% |
| 3M | -56.0% | -1.7% | -54.2% | -56.1% |
| 6M | -20.5% | -10.5% | -10.0% | -18.5% |
| YTD | -8.7% | -1.8% | -6.9% | -8.6% |
| 1Y | +75.9% | -4.1% | +80.0% | +77.0% |
| 3Y | +202.9% | +11.3% | +191.6% | +194.8% |
| All | +53.5% | -28.7% | +82.1% | +49.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling