+154.1%
MTZ vs LUNR
+54.8%
+99.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.7% | +2.5% | -2.1% |
| 7D | +2.3% | +0.5% | +1.7% | +2.3% |
| 30D | -10.3% | -5.3% | -5.0% | -10.1% |
| 3M | -31.8% | -45.6% | +13.8% | -30.7% |
| 6M | -19.2% | -17.4% | -1.8% | -19.1% |
| YTD | +10.7% | -7.9% | +18.7% | +10.2% |
| 1Y | +37.5% | +77.6% | -40.1% | +34.4% |
| 3Y | +162.4% | +247.4% | -85.1% | +155.6% |
| All | +154.1% | +54.8% | +99.3% | +141.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling