+18.1%
EW vs LUNR
-9.9%
+27.9%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -5.2% | +9.6% | +4.4% |
| 7D | +8.3% | -14.3% | +22.6% | +8.4% |
| 30D | +13.9% | -30.5% | +44.4% | +14.1% |
| 3M | +10.9% | -28.9% | +39.8% | +11.0% |
| 6M | +19.2% | -60.8% | +80.1% | +19.4% |
| YTD | +16.6% | -38.8% | +55.4% | +14.4% |
| 1Y | +18.1% | -4.5% | +22.6% | +13.3% |
| All | +18.1% | -9.9% | +27.9% | +13.3% |
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