+3.4%
MSCI vs LUNR
+35.0%
-31.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +7.0% | -8.5% | -1.5% |
| 7D | -0.7% | +51.2% | -51.8% | -0.8% |
| 30D | +16.2% | +7.0% | +9.2% | +16.1% |
| 3M | +16.1% | -23.1% | +39.3% | +16.2% |
| 6M | +12.9% | -59.4% | +72.3% | +13.3% |
| YTD | +14.8% | -19.7% | +34.5% | +14.8% |
| 1Y | +13.8% | +39.5% | -25.7% | +13.5% |
| 3Y | +31.2% | +357.2% | -326.0% | +31.6% |
| All | +3.4% | +35.0% | -31.7% | +9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling