+27.6%
MCK vs LUNR
-9.9%
+37.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -5.2% | +12.2% | +6.8% |
| 7D | +11.3% | -14.3% | +25.7% | +10.7% |
| 30D | +16.8% | -30.5% | +47.3% | +15.5% |
| 3M | +28.9% | -28.9% | +57.8% | +27.8% |
| 6M | +32.7% | -60.8% | +93.5% | +30.6% |
| YTD | +30.8% | -38.8% | +69.6% | +29.2% |
| 1Y | +27.6% | -4.5% | +32.1% | +24.9% |
| All | +27.6% | -9.9% | +37.4% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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