-4.5%
LUNR vs WAT
+32.9%
-37.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.7% | -6.9% | -5.8% |
| 7D | -14.3% | -1.9% | -12.4% | -13.8% |
| 30D | -30.5% | +6.2% | -36.8% | -31.4% |
| 3M | -28.9% | +18.1% | -46.9% | -31.3% |
| 6M | -60.8% | +54.9% | -115.7% | -64.5% |
| YTD | -38.8% | +23.1% | -61.9% | -46.4% |
| 1Y | -4.5% | +27.3% | -31.8% | -21.0% |
| All | -4.5% | +32.9% | -37.5% | -21.0% |
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