+68.4%
LUNR vs BDX
+22.7%
+45.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -1.8% |
| 7D | -3.1% | -3.2% | +0.1% | -3.3% |
| 30D | -15.3% | -2.5% | -12.8% | -15.4% |
| 3M | -53.2% | +21.4% | -74.6% | -52.9% |
| 6M | -22.2% | +10.4% | -32.6% | -17.2% |
| YTD | -11.6% | +18.8% | -30.4% | -13.7% |
| 1Y | +68.4% | +21.7% | +46.7% | +67.2% |
| All | +68.4% | +22.7% | +45.7% | +67.2% |
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