+50.1%
LUNR vs SW
+24.2%
+26.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | +24.2% | -2.9% | +27.1% | +24.8% |
| 30D | +18.0% | +5.0% | +12.9% | +16.4% |
| 3M | -26.0% | -13.7% | -12.3% | -24.1% |
| 6M | -63.6% | +8.0% | -71.6% | -64.2% |
| YTD | -19.9% | +14.0% | -33.9% | -23.8% |
| 1Y | +50.1% | +25.6% | +24.5% | +31.0% |
| All | +50.1% | +24.2% | +26.0% | +31.0% |
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