+55.2%
EWT vs LUNR
-9.9%
+65.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.2% | +4.0% | -0.6% |
| 7D | -10.9% | -14.3% | +3.4% | -9.4% |
| 30D | -17.7% | -30.5% | +12.8% | -14.7% |
| 3M | -5.0% | -28.9% | +23.8% | -2.1% |
| 6M | +7.4% | -60.8% | +68.2% | +14.6% |
| YTD | +52.8% | -38.8% | +91.6% | +55.4% |
| 1Y | +55.2% | -4.5% | +59.7% | +50.5% |
| All | +55.2% | -9.9% | +65.0% | +50.5% |
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