+222.7%
LUNR vs WWD
+164.0%
+58.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.7% | -1.0% |
| 7D | -0.5% | -2.9% | +2.3% | +1.6% |
| 30D | -11.3% | -6.6% | -4.7% | -6.3% |
| 3M | -44.9% | -9.3% | -35.6% | -41.4% |
| 6M | -17.3% | -13.6% | -3.7% | -10.4% |
| YTD | -9.9% | +10.4% | -20.3% | -22.1% |
| 1Y | +76.1% | +39.9% | +36.3% | +25.7% |
| All | +222.7% | +164.0% | +58.7% | +51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling