-0.9%
SPGI vs LUNR
+54.8%
-55.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.7% | +2.2% | -2.5% |
| 7D | -3.1% | +0.5% | -3.6% | -3.1% |
| 30D | +2.0% | -5.3% | +7.4% | +2.0% |
| 3M | +4.3% | -45.6% | +49.9% | +4.4% |
| 6M | -0.2% | -17.4% | +17.1% | -0.3% |
| YTD | -14.8% | -7.9% | -6.8% | -14.9% |
| 1Y | -18.5% | +77.6% | -96.2% | -18.7% |
| 3Y | +16.0% | +247.4% | -231.5% | +16.9% |
| All | -0.9% | +54.8% | -55.7% | +2.2% |
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