+843.5%
SMCI vs LUNR
+48.7%
+794.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.8% | +9.1% | +7.4% |
| 7D | +1.3% | -3.1% | +4.4% | +1.5% |
| 30D | +6.6% | -15.3% | +22.0% | +7.6% |
| 3M | +25.4% | -53.2% | +78.6% | +30.3% |
| 6M | +26.1% | -22.2% | +48.4% | +27.8% |
| YTD | +37.0% | -11.6% | +48.6% | +37.5% |
| 1Y | -8.8% | +68.4% | -77.2% | -10.9% |
| 3Y | +44.6% | +216.8% | -172.2% | +41.6% |
| All | +843.5% | +48.7% | +794.8% | +782.3% |
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