+216.8%
LUNR vs OTIS
-12.3%
+229.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.1% |
| 7D | -3.1% | -3.0% | -0.1% | -2.7% |
| 30D | -15.3% | -6.0% | -9.3% | -14.5% |
| 3M | -53.2% | -0.9% | -52.3% | -53.4% |
| 6M | -22.2% | -17.3% | -4.9% | -18.7% |
| YTD | -11.6% | -19.6% | +8.0% | -7.4% |
| 1Y | +68.4% | -21.0% | +89.5% | +77.6% |
| 3Y | +216.8% | -12.1% | +228.9% | +139.2% |
| All | +216.8% | -12.3% | +229.0% | +139.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 3y: compounded portfolio wealth divided by compounded OTIS 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…
3y analysis · Full analysis span regression · 6 months rolling