+24.8%
LUNR vs MTSI
+198.3%
-173.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +9.0% | +6.0% | +10.8% |
| 7D | +22.1% | +3.5% | +18.6% | +21.0% |
| 30D | -8.7% | -30.3% | +21.6% | +6.5% |
| 3M | -26.6% | -26.0% | -0.6% | -17.1% |
| 6M | -58.4% | -36.1% | -22.3% | -50.5% |
| YTD | -25.8% | +34.3% | -60.1% | -34.2% |
| 1Y | +25.5% | +35.3% | -9.7% | +11.8% |
| 3Y | +300.0% | +217.6% | +82.4% | +214.1% |
| All | +24.8% | +198.3% | -173.5% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 10y: compounded portfolio wealth divided by compounded MTSI 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…
10y analysis · Full analysis span regression · 6 months rolling