+48.7%
LUNR vs OMC
+37.4%
+11.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.8% |
| 7D | -3.1% | -4.4% | +1.3% | -2.6% |
| 30D | -15.3% | -7.6% | -7.7% | -14.7% |
| 3M | -53.2% | +4.5% | -57.7% | -53.7% |
| 6M | -22.2% | -0.3% | -22.0% | -22.5% |
| YTD | -11.6% | -0.1% | -11.5% | -12.3% |
| 1Y | +68.4% | +4.6% | +63.8% | +65.1% |
| 3Y | +216.8% | +10.5% | +206.3% | +204.6% |
| All | +48.7% | +37.4% | +11.4% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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