+12.2%
SPGI vs LUNR
+34.7%
-22.5%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | +1.2% | +24.2% | -22.9% | +1.2% |
| 30D | +15.9% | +18.0% | -2.1% | +15.9% |
| 3M | +12.3% | -26.0% | +38.3% | +12.3% |
| 6M | +23.7% | -63.6% | +87.3% | +23.8% |
| YTD | -3.5% | -19.9% | +16.4% | -3.6% |
| 1Y | +0.4% | +50.1% | -49.7% | +0.2% |
| 3Y | +29.9% | +374.5% | -344.6% | +31.5% |
| All | +12.2% | +34.7% | -22.5% | +15.8% |
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