+75.9%
LUNR vs WTW
+3.0%
+72.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.9% | +0.1% |
| 7D | -3.6% | -2.6% | -1.0% | -4.4% |
| 30D | +5.9% | -1.0% | +6.8% | +5.8% |
| 3M | -56.0% | +29.9% | -85.9% | -52.4% |
| 6M | -20.5% | +10.7% | -31.2% | -11.0% |
| YTD | -8.7% | +2.6% | -11.3% | +3.3% |
| 1Y | +75.9% | +2.8% | +73.1% | +107.3% |
| All | +75.9% | +3.0% | +72.9% | +107.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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