+48.7%
LUNR vs WU
-40.7%
+89.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.9% |
| 7D | -3.1% | -3.5% | +0.4% | -2.7% |
| 30D | -15.3% | -2.9% | -12.4% | -15.1% |
| 3M | -53.2% | -2.3% | -50.9% | -53.6% |
| 6M | -22.2% | -25.4% | +3.1% | -19.6% |
| YTD | -11.6% | -21.2% | +9.6% | -9.7% |
| 1Y | +68.4% | -8.9% | +77.3% | +67.0% |
| 3Y | +216.8% | -29.0% | +245.7% | +219.3% |
| All | +48.7% | -40.7% | +89.4% | +55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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