+43.1%
DHI vs LUNR
+48.7%
-5.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.6% | +1.7% |
| 7D | -3.4% | -3.1% | -0.3% | -3.4% |
| 30D | -5.4% | -15.3% | +9.9% | -5.4% |
| 3M | -10.4% | -53.2% | +42.7% | -10.2% |
| 6M | -2.8% | -22.2% | +19.5% | -2.7% |
| YTD | -3.4% | -11.6% | +8.2% | -3.4% |
| 1Y | -22.9% | +68.4% | -91.3% | -23.0% |
| 3Y | +20.7% | +216.8% | -196.1% | +20.2% |
| All | +43.1% | +48.7% | -5.7% | +44.8% |
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