+40.7%
ABBV vs LUNR
-9.9%
+50.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.2% | +8.3% | +3.0% |
| 7D | +3.1% | -14.3% | +17.4% | +2.9% |
| 30D | +11.6% | -30.5% | +42.1% | +11.3% |
| 3M | +21.7% | -28.9% | +50.5% | +21.3% |
| 6M | +43.5% | -60.8% | +104.3% | +43.7% |
| YTD | +32.9% | -38.8% | +71.7% | +31.6% |
| 1Y | +40.7% | -4.5% | +45.2% | +37.3% |
| All | +40.7% | -9.9% | +50.5% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling