-34.9%
DOCS vs LUNR
+37.2%
-72.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.0% | -7.0% | -0.2% |
| 7D | +0.1% | +51.2% | -51.1% | -0.7% |
| 30D | +8.7% | +7.0% | +1.7% | +8.5% |
| 3M | +32.9% | -23.1% | +56.0% | +33.2% |
| 6M | +25.5% | -59.4% | +84.9% | +25.9% |
| YTD | -25.0% | -19.7% | -5.3% | -26.9% |
| 1Y | -34.9% | +39.5% | -74.4% | -42.9% |
| All | -34.9% | +37.2% | -72.0% | -42.9% |
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