-12.0%
MSCI vs LUNR
+54.8%
-66.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.7% | +5.3% | +0.6% |
| 7D | -1.1% | +0.5% | -1.6% | -1.1% |
| 30D | -1.2% | -5.3% | +4.2% | -1.2% |
| 3M | -8.4% | -45.6% | +37.2% | -8.2% |
| 6M | -1.0% | -17.4% | +16.3% | -1.0% |
| YTD | -2.3% | -7.9% | +5.7% | -2.3% |
| 1Y | -1.2% | +77.6% | -78.8% | -1.5% |
| 3Y | +7.9% | +247.4% | -239.5% | +8.0% |
| All | -12.0% | +54.8% | -66.8% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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