+38.1%
BNY vs LUNR
-19.1%
+57.2%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -13.2% | +9.8% | -2.8% |
| 7D | -1.3% | -26.2% | +24.9% | +0.1% |
| 30D | +3.1% | -42.8% | +45.8% | +5.6% |
| 3M | -6.7% | -38.4% | +31.7% | -4.9% |
| 6M | +12.4% | -65.2% | +77.6% | +15.7% |
| YTD | +29.3% | -46.9% | +76.2% | +27.6% |
| 1Y | +38.1% | -17.4% | +55.5% | +31.5% |
| All | +38.1% | -19.1% | +57.2% | +31.5% |
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