-4.5%
LUNR vs WAB
+46.5%
-51.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.1% | -6.3% | -6.1% |
| 7D | -14.3% | +4.5% | -18.9% | -17.1% |
| 30D | -30.5% | +1.1% | -31.6% | -31.0% |
| 3M | -28.9% | -1.3% | -27.6% | -28.3% |
| 6M | -60.8% | +12.7% | -73.6% | -64.9% |
| YTD | -38.8% | +38.7% | -77.5% | -64.2% |
| 1Y | -4.5% | +44.9% | -49.5% | -49.0% |
| All | -4.5% | +46.5% | -51.1% | -49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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