+41.9%
WELL vs LUNR
+73.3%
-31.4%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | -0.1% |
| 7D | -0.2% | -3.1% | +2.9% | -0.3% |
| 30D | +2.3% | -15.3% | +17.7% | +2.1% |
| 3M | +12.3% | -53.2% | +65.4% | +11.5% |
| 6M | +15.6% | -22.2% | +37.8% | +14.6% |
| YTD | +28.3% | -11.6% | +39.9% | +27.5% |
| 1Y | +41.9% | +68.4% | -26.5% | +45.6% |
| All | +41.9% | +73.3% | -31.4% | +45.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling