+226.2%
LUNR vs MLM
+18.7%
+207.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.5% | -1.8% | +23.3% | +22.9% |
| 7D | -1.9% | -4.1% | +2.2% | +1.2% |
| 30D | -27.3% | +8.2% | -35.5% | -32.3% |
| 3M | -29.9% | -3.6% | -26.3% | -28.3% |
| 6M | -60.2% | -15.6% | -44.7% | -55.8% |
| YTD | -35.5% | -16.4% | -19.1% | -28.0% |
| 1Y | +9.5% | -14.3% | +23.9% | +19.7% |
| 3Y | +226.2% | +19.3% | +206.9% | +204.0% |
| All | +226.2% | +18.7% | +207.5% | +204.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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