+8.5%
LUNR vs MLM
+26.8%
-18.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.5% | -1.8% | +23.3% | +21.8% |
| 7D | -1.9% | -4.1% | +2.2% | -1.0% |
| 30D | -27.3% | +8.2% | -35.5% | -28.5% |
| 3M | -29.9% | -3.6% | -26.3% | -29.5% |
| 6M | -60.2% | -15.6% | -44.7% | -59.2% |
| YTD | -35.5% | -16.4% | -19.1% | -33.5% |
| 1Y | +9.5% | -14.3% | +23.9% | +12.7% |
| 3Y | +226.2% | +19.3% | +206.9% | +256.8% |
| All | +8.5% | +26.8% | -18.3% | +31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling