+216.8%
LUNR vs MDY
+48.5%
+168.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -3.7% |
| 7D | -3.1% | -1.9% | -1.2% | +1.1% |
| 30D | -15.3% | -4.6% | -10.7% | -5.3% |
| 3M | -53.2% | -1.2% | -51.9% | -51.4% |
| 6M | -22.2% | +9.2% | -31.4% | -34.0% |
| YTD | -11.6% | +13.1% | -24.6% | -30.3% |
| 1Y | +68.4% | +13.0% | +55.4% | +36.5% |
| 3Y | +216.8% | +49.2% | +167.6% | +60.3% |
| All | +216.8% | +48.5% | +168.3% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling