-0.1%
MSCI vs LUNR
+76.4%
-76.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -7.1% |
| 6M | -1.0% | -17.4% | +16.3% | -1.3% |
| YTD | -2.3% | -7.9% | +5.7% | -2.7% |
| All | -0.1% | +76.4% | -76.5% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling