+75.9%
LUNR vs MDY
+17.9%
+58.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.4% |
| 7D | -3.6% | +0.1% | -3.8% | -4.1% |
| 30D | +5.9% | -1.5% | +7.4% | +11.5% |
| 3M | -56.0% | +0.8% | -56.7% | -56.1% |
| 6M | -20.5% | +7.4% | -27.9% | -34.2% |
| YTD | -8.7% | +15.2% | -23.9% | -40.8% |
| 1Y | +75.9% | +16.5% | +59.4% | +13.8% |
| All | +75.9% | +17.9% | +58.0% | +13.8% |
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