+45.3%
MO vs LUNR
-9.9%
+55.2%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.2% | +6.6% | +1.2% |
| 7D | +6.9% | -14.3% | +21.2% | +6.2% |
| 30D | +14.9% | -30.5% | +45.4% | +13.4% |
| 3M | +16.4% | -28.9% | +45.3% | +15.0% |
| 6M | +9.6% | -60.8% | +70.4% | +7.7% |
| YTD | +41.8% | -38.8% | +80.7% | +40.8% |
| 1Y | +45.3% | -4.5% | +49.8% | +44.7% |
| All | +45.3% | -9.9% | +55.2% | +44.7% |
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