+40.3%
BMY vs LUNR
+73.3%
-33.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.7% | -0.2% |
| 7D | -4.8% | -3.1% | -1.7% | -4.7% |
| 30D | -0.1% | -15.3% | +15.2% | 0.0% |
| 3M | +13.1% | -53.2% | +66.3% | +13.6% |
| 6M | +8.4% | -22.2% | +30.6% | +8.5% |
| YTD | +22.0% | -11.6% | +33.6% | +21.4% |
| 1Y | +40.3% | +68.4% | -28.1% | +44.9% |
| All | +40.3% | +73.3% | -33.0% | +44.9% |
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