+95.7%
LUNR vs MSTZ
-99.1%
+194.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +6.6% | -8.7% | -0.7% |
| 7D | -0.5% | +24.8% | -25.3% | +4.6% |
| 30D | -11.3% | -59.2% | +47.9% | -24.9% |
| 3M | -44.9% | -56.9% | +12.0% | -49.7% |
| 6M | -17.3% | -57.6% | +40.3% | -18.3% |
| YTD | -9.9% | -73.6% | +63.7% | -9.9% |
| 1Y | +76.1% | -15.6% | +91.7% | +144.7% |
| All | +95.7% | -99.1% | +194.8% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 5y: compounded portfolio wealth divided by compounded MSTZ 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…
5y analysis · Full analysis span regression · 6 months rolling