+48.7%
LUNR vs ARWR
+30.1%
+18.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -2.0% | -1.9% |
| 7D | -3.1% | -4.0% | +0.9% | -2.3% |
| 30D | -15.3% | -5.0% | -10.3% | -14.4% |
| 3M | -53.2% | +11.3% | -64.5% | -54.4% |
| 6M | -22.2% | +42.6% | -64.8% | -28.1% |
| YTD | -11.6% | +24.8% | -36.4% | -16.3% |
| 1Y | +68.4% | +178.8% | -110.3% | +37.0% |
| 3Y | +216.8% | +183.3% | +33.4% | +132.1% |
| All | +48.7% | +30.1% | +18.6% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling