+68.4%
LUNR vs MUB
+0.2%
+68.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.3% | -4.2% |
| 7D | -3.1% | -0.8% | -2.3% | +1.7% |
| 30D | -15.3% | -2.4% | -13.0% | -3.1% |
| 3M | -53.2% | -2.8% | -50.3% | -44.5% |
| 6M | -22.2% | -2.2% | -20.0% | -16.8% |
| YTD | -11.6% | -1.6% | -10.0% | +0.6% |
| 1Y | +68.4% | 0.0% | +68.4% | +127.0% |
| All | +68.4% | +0.2% | +68.2% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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