-10.7%
LUNR vs SW
-1.8%
-8.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -1.5% | -11.7% | -12.9% |
| 7D | -26.2% | +4.7% | -30.9% | -26.9% |
| 30D | -42.8% | +5.0% | -47.8% | -43.4% |
| 3M | -38.4% | -7.3% | -31.1% | -37.5% |
| 6M | -65.2% | +15.0% | -80.2% | -66.4% |
| YTD | -46.9% | +18.5% | -65.4% | -49.7% |
| 1Y | -17.4% | +27.1% | -44.6% | -23.0% |
| 3Y | +152.8% | +49.3% | +103.5% | +149.6% |
| All | -10.7% | -1.8% | -8.8% | -11.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling