-43.8%
DOCN vs LUNR
+8.5%
-52.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +21.5% | -18.9% | +1.1% |
| 7D | -19.2% | -1.9% | -17.3% | -19.1% |
| 30D | -43.1% | -27.3% | -15.7% | -41.9% |
| 3M | -40.7% | -29.9% | -10.8% | -39.4% |
| 6M | -55.0% | -60.2% | +5.3% | -52.9% |
| YTD | +50.6% | -35.5% | +86.1% | +52.6% |
| 1Y | +54.0% | +9.5% | +44.4% | +51.6% |
| 3Y | +203.9% | +226.2% | -22.3% | +181.2% |
| All | -43.8% | +8.5% | -52.3% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling