-12.5%
MSCI vs LUNR
+62.5%
-75.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.9% | -9.6% | -3.8% |
| 7D | -2.1% | +6.5% | -8.6% | -2.1% |
| 30D | -1.7% | -4.4% | +2.6% | -1.7% |
| 3M | -8.2% | -47.3% | +39.0% | -8.0% |
| 6M | -2.4% | -11.1% | +8.6% | -2.5% |
| YTD | -2.8% | -3.4% | +0.6% | -2.9% |
| 1Y | -2.7% | +85.8% | -88.4% | -3.0% |
| 3Y | +7.3% | +264.7% | -257.3% | +7.4% |
| All | -12.5% | +62.5% | -75.0% | -7.4% |
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