+48.7%
LUNR vs WEC
+38.0%
+10.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -3.1% | -0.6% | -2.5% | -3.2% |
| 30D | -15.3% | -2.6% | -12.7% | -15.6% |
| 3M | -53.2% | -6.0% | -47.1% | -53.5% |
| 6M | -22.2% | -5.4% | -16.8% | -22.6% |
| YTD | -11.6% | +2.5% | -14.1% | -11.2% |
| 1Y | +68.4% | -0.7% | +69.1% | +68.9% |
| 3Y | +216.8% | +38.7% | +178.0% | +216.1% |
| All | +48.7% | +38.0% | +10.7% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 5y: compounded portfolio wealth divided by compounded WEC 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…
5y analysis · Full analysis span regression · 6 months rolling