+48.7%
LUNR vs OTIS
-11.0%
+59.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -1.8% |
| 7D | -3.1% | -3.0% | -0.1% | -3.2% |
| 30D | -15.3% | -6.0% | -9.3% | -15.4% |
| 3M | -53.2% | -0.9% | -52.3% | -53.2% |
| 6M | -22.2% | -17.3% | -4.9% | -22.0% |
| YTD | -11.6% | -19.6% | +8.0% | -11.4% |
| 1Y | +68.4% | -21.0% | +89.5% | +69.1% |
| 3Y | +216.8% | -12.1% | +228.9% | +221.1% |
| All | +48.7% | -11.0% | +59.7% | +52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling