+7.0%
WMT vs LUNR
+75.3%
-68.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.2% |
| 7D | +3.9% | -3.6% | +7.6% | +3.9% |
| 30D | -4.4% | +5.9% | -10.3% | -4.3% |
| 3M | -8.8% | -56.0% | +47.2% | -9.3% |
| 6M | -15.6% | -20.5% | +4.8% | -15.7% |
| YTD | -3.2% | -8.7% | +5.5% | -3.3% |
| 1Y | +7.0% | +75.9% | -68.8% | +6.3% |
| All | +7.0% | +75.3% | -68.2% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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