+19.9%
MDT vs LUNR
-9.9%
+29.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.2% | +11.4% | +6.0% |
| 7D | +10.7% | -14.3% | +25.1% | +10.5% |
| 30D | +19.3% | -30.5% | +49.8% | +18.7% |
| 3M | +22.8% | -28.9% | +51.6% | +22.2% |
| 6M | +36.4% | -60.8% | +97.2% | +34.6% |
| YTD | +12.1% | -38.8% | +50.9% | +9.0% |
| 1Y | +19.9% | -4.5% | +24.4% | +14.9% |
| All | +19.9% | -9.9% | +29.8% | +14.9% |
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