-4.5%
LUNR vs MDY
+17.5%
-22.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.6% | -5.8% | -7.1% |
| 7D | -14.3% | +1.7% | -16.0% | -18.6% |
| 30D | -30.5% | +1.2% | -31.7% | -32.7% |
| 3M | -28.9% | -3.5% | -25.4% | -19.9% |
| 6M | -60.8% | +3.5% | -64.4% | -63.6% |
| YTD | -38.8% | +13.6% | -52.4% | -60.1% |
| 1Y | -4.5% | +17.1% | -21.6% | -42.4% |
| All | -4.5% | +17.5% | -22.0% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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