+222.7%
LUNR vs BWA
+68.2%
+154.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.5% |
| 7D | -0.5% | -0.1% | -0.5% | -0.6% |
| 30D | -11.3% | -5.5% | -5.8% | -8.4% |
| 3M | -44.9% | -7.6% | -37.3% | -42.2% |
| 6M | -17.3% | +25.0% | -42.3% | -22.8% |
| YTD | -9.9% | +47.0% | -56.9% | -26.4% |
| 1Y | +76.1% | +54.0% | +22.2% | +39.7% |
| All | +222.7% | +68.2% | +154.5% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 3y: compounded portfolio wealth divided by compounded BWA 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…
3y analysis · Full analysis span regression · 6 months rolling