+68.4%
LUNR vs OVV
+54.4%
+14.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.4% | -1.8% |
| 7D | -3.1% | -1.7% | -1.5% | -3.0% |
| 30D | -15.3% | +0.8% | -16.1% | -15.4% |
| 3M | -53.2% | +13.3% | -66.4% | -54.1% |
| 6M | -22.2% | +16.9% | -39.1% | -26.2% |
| YTD | -11.6% | +64.3% | -75.8% | -24.8% |
| 1Y | +68.4% | +54.2% | +14.2% | +42.2% |
| All | +68.4% | +54.4% | +14.0% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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