-62.4%
LUNR vs IWD
+13.2%
-75.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +2.2% |
| 7D | +22.7% | -0.6% | +23.2% | +24.4% |
| 30D | -5.3% | +3.6% | -8.9% | -10.6% |
| 3M | -26.1% | +2.7% | -28.7% | -29.7% |
| 6M | -62.4% | +13.2% | -75.6% | -74.4% |
| All | -62.4% | +13.2% | -75.7% | -74.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling