+53.5%
LUNR vs WEC
+38.8%
+14.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +0.7% |
| 7D | -3.6% | -0.3% | -3.4% | -3.7% |
| 30D | +5.9% | -1.3% | +7.2% | +5.7% |
| 3M | -56.0% | -3.9% | -52.0% | -56.1% |
| 6M | -20.5% | -8.3% | -12.1% | -21.1% |
| YTD | -8.7% | +3.1% | -11.8% | -8.3% |
| 1Y | +75.9% | +1.9% | +74.0% | +76.9% |
| 3Y | +202.9% | +41.9% | +160.9% | +204.7% |
| All | +53.5% | +38.8% | +14.7% | +51.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling