-4.5%
LUNR vs WTW
+8.6%
-13.1%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.0% | -8.2% | -4.1% |
| 7D | -14.3% | +4.9% | -19.2% | -12.6% |
| 30D | -30.5% | +17.1% | -47.6% | -26.3% |
| 3M | -28.9% | -0.3% | -28.5% | -28.4% |
| 6M | -60.8% | +30.7% | -91.5% | -56.4% |
| YTD | -38.8% | +3.7% | -42.5% | -28.5% |
| 1Y | -4.5% | +5.9% | -10.4% | +7.3% |
| All | -4.5% | +8.6% | -13.1% | +7.3% |
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