+216.8%
LUNR vs SYY
+29.1%
+187.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.1% |
| 7D | -3.1% | +3.9% | -7.1% | -4.0% |
| 30D | -15.3% | -1.7% | -13.6% | -15.0% |
| 3M | -53.2% | +5.2% | -58.3% | -53.9% |
| 6M | -22.2% | -0.2% | -22.0% | -22.7% |
| YTD | -11.6% | +15.4% | -27.0% | -14.8% |
| 1Y | +68.4% | +5.6% | +62.8% | +64.6% |
| 3Y | +216.8% | +28.9% | +187.9% | +151.6% |
| All | +216.8% | +29.1% | +187.6% | +151.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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