-4.5%
LUNR vs IWD
+33.0%
-37.6%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.6% | -7.8% | -12.4% |
| 7D | -14.3% | +2.5% | -16.9% | -20.6% |
| 30D | -30.5% | +6.0% | -36.5% | -41.7% |
| 3M | -28.9% | +3.8% | -32.6% | -36.8% |
| 6M | -60.8% | +16.3% | -77.2% | -76.5% |
| YTD | -38.8% | +27.5% | -66.3% | -74.6% |
| 1Y | -4.5% | +32.8% | -37.3% | -66.6% |
| All | -4.5% | +33.0% | -37.6% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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