+1,023.3%
WDC vs LUNR
+62.5%
+960.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.9% | -3.7% | +2.0% |
| 7D | +6.0% | +6.5% | -0.5% | +5.8% |
| 30D | +9.9% | -4.4% | +14.3% | +10.1% |
| 3M | -9.4% | -47.3% | +37.9% | -8.2% |
| 6M | +94.7% | -11.1% | +105.8% | +94.5% |
| YTD | +177.4% | -3.4% | +180.7% | +176.2% |
| 1Y | +412.6% | +85.8% | +326.8% | +404.3% |
| 3Y | +1,359.8% | +264.7% | +1,095.1% | +1,344.4% |
| All | +1,023.3% | +62.5% | +960.8% | +1,039.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling