+54.8%
LUNR vs ARWR
+29.8%
+25.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.9% | -1.8% | -4.1% |
| 7D | +0.5% | -3.2% | +3.7% | +1.2% |
| 30D | -5.3% | -6.5% | +1.1% | -4.1% |
| 3M | -45.6% | +12.7% | -58.3% | -47.1% |
| 6M | -17.4% | +36.2% | -53.6% | -22.9% |
| YTD | -7.9% | +24.5% | -32.4% | -12.8% |
| 1Y | +77.6% | +198.0% | -120.3% | +42.8% |
| 3Y | +247.4% | +176.4% | +71.1% | +154.2% |
| All | +54.8% | +29.8% | +25.1% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling