+75.9%
LUNR vs SW
+1.0%
+74.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | +0.5% |
| 7D | -3.6% | -5.1% | +1.5% | -2.5% |
| 30D | +5.9% | -4.6% | +10.4% | +6.9% |
| 3M | -56.0% | +9.4% | -65.3% | -57.3% |
| 6M | -20.5% | +3.5% | -24.0% | -24.6% |
| YTD | -8.7% | +22.0% | -30.8% | -18.6% |
| 1Y | +75.9% | +2.2% | +73.7% | +60.6% |
| All | +75.9% | +1.0% | +74.9% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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