+75.9%
LUNR vs WAT
+41.4%
+34.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +1.0% |
| 7D | -3.6% | -1.3% | -2.4% | -3.4% |
| 30D | +5.9% | +2.3% | +3.5% | +5.4% |
| 3M | -56.0% | +8.7% | -64.7% | -56.6% |
| 6M | -20.5% | +28.3% | -48.8% | -24.9% |
| YTD | -8.7% | +7.8% | -16.5% | -15.0% |
| 1Y | +75.9% | +36.6% | +39.3% | +57.1% |
| All | +75.9% | +41.4% | +34.5% | +57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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