+29.0%
LUNR vs SW
+25.9%
+3.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.9% | +3.3% |
| 7D | +22.7% | -2.6% | +25.2% | +23.3% |
| 30D | -5.3% | +7.2% | -12.5% | -6.8% |
| 3M | -26.1% | -10.5% | -15.6% | -24.7% |
| 6M | -62.4% | +9.9% | -72.3% | -63.3% |
| YTD | -25.0% | +17.2% | -42.2% | -30.0% |
| 1Y | +29.0% | +26.5% | +2.5% | +12.5% |
| All | +29.0% | +25.9% | +3.1% | +12.5% |
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