+68.4%
LUNR vs MTB
+24.6%
+43.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.2% | -2.1% |
| 7D | -3.1% | 0.0% | -3.1% | -3.1% |
| 30D | -15.3% | -4.8% | -10.5% | -12.5% |
| 3M | -53.2% | +6.0% | -59.1% | -56.0% |
| 6M | -22.2% | +19.6% | -41.8% | -35.6% |
| YTD | -11.6% | +21.5% | -33.1% | -33.0% |
| 1Y | +68.4% | +24.7% | +43.7% | +9.6% |
| All | +68.4% | +24.6% | +43.8% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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