+150.5%
MTZ vs LUNR
+53.5%
+97.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.1% |
| 7D | -1.6% | -3.6% | +2.1% | -1.5% |
| 30D | -11.1% | +5.9% | -16.9% | -11.2% |
| 3M | -36.7% | -56.0% | +19.3% | -35.3% |
| 6M | -21.9% | -20.5% | -1.5% | -21.8% |
| YTD | +9.1% | -8.7% | +17.9% | +8.6% |
| 1Y | +30.0% | +75.9% | -45.9% | +27.0% |
| 3Y | +138.5% | +202.9% | -64.4% | +132.3% |
| All | +150.5% | +53.5% | +97.0% | +137.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling