-4.5%
LUNR vs BDX
+54.0%
-58.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +5.6% | -10.8% | -4.0% |
| 7D | -14.3% | +7.2% | -21.5% | -13.0% |
| 30D | -30.5% | +15.8% | -46.3% | -28.4% |
| 3M | -28.9% | +23.7% | -52.6% | -25.9% |
| 6M | -60.8% | +44.8% | -105.7% | -59.0% |
| YTD | -38.8% | +39.8% | -78.6% | -37.1% |
| 1Y | -4.5% | +52.3% | -56.9% | -7.6% |
| All | -4.5% | +54.0% | -58.5% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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