+51.5%
LUNR vs BBWI
-74.1%
+125.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.7% | -1.7% |
| 7D | -0.5% | -8.0% | +7.5% | +2.1% |
| 30D | -11.3% | -6.6% | -4.7% | -10.0% |
| 3M | -44.9% | -2.7% | -42.2% | -45.3% |
| 6M | -17.3% | -12.8% | -4.5% | -15.2% |
| YTD | -9.9% | -10.5% | +0.6% | -9.0% |
| 1Y | +76.1% | -35.3% | +111.5% | +95.1% |
| 3Y | +240.0% | -47.7% | +287.7% | +301.2% |
| All | +51.5% | -74.1% | +125.6% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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