+48.7%
LUNR vs WY
-29.4%
+78.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.2% | -1.9% |
| 7D | -3.1% | -4.2% | +1.1% | -2.1% |
| 30D | -15.3% | -10.1% | -5.3% | -13.3% |
| 3M | -53.2% | -8.5% | -44.7% | -52.6% |
| 6M | -22.2% | -3.3% | -18.9% | -22.3% |
| YTD | -11.6% | -4.4% | -7.2% | -11.5% |
| 1Y | +68.4% | -11.5% | +79.9% | +71.8% |
| 3Y | +216.8% | -24.3% | +241.1% | +229.6% |
| All | +48.7% | -29.4% | +78.1% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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