+226.2%
LUNR vs SW
+39.0%
+187.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +21.5% | -0.9% | +22.4% | +21.9% |
| 7D | -1.9% | +2.3% | -4.2% | -2.9% |
| 30D | -27.3% | +6.8% | -34.1% | -29.6% |
| 3M | -29.9% | -5.2% | -24.7% | -28.5% |
| 6M | -60.2% | +7.4% | -67.7% | -62.0% |
| YTD | -35.5% | +17.4% | -52.9% | -43.2% |
| 1Y | +9.5% | +27.1% | -17.6% | -8.0% |
| 3Y | +226.2% | +47.9% | +178.3% | +229.9% |
| All | +226.2% | +39.0% | +187.1% | +229.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling