-13.0%
ABT vs LUNR
+48.7%
-61.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.5% | -1.4% |
| 7D | -5.9% | -3.1% | -2.8% | -5.9% |
| 30D | -8.1% | -15.3% | +7.3% | -8.1% |
| 3M | +14.5% | -53.2% | +67.7% | +14.3% |
| 6M | -6.3% | -22.2% | +15.9% | -6.3% |
| YTD | -17.1% | -11.6% | -5.5% | -17.1% |
| 1Y | -21.4% | +68.4% | -89.8% | -21.3% |
| 3Y | +5.9% | +216.8% | -210.9% | +6.4% |
| All | -13.0% | +48.7% | -61.7% | -9.6% |
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