-2.7%
SPGI vs LUNR
+48.7%
-51.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.8% | +1.9% | +0.1% |
| 7D | -7.4% | -3.1% | -4.3% | -7.4% |
| 30D | +0.4% | -15.3% | +15.7% | +0.4% |
| 3M | +5.3% | -53.2% | +58.4% | +5.4% |
| 6M | +1.7% | -22.2% | +23.9% | +1.6% |
| YTD | -16.4% | -11.6% | -4.8% | -16.5% |
| 1Y | -20.5% | +68.4% | -88.9% | -20.7% |
| 3Y | +14.2% | +216.8% | -202.6% | +15.1% |
| All | -2.7% | +48.7% | -51.4% | +0.4% |
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 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