-37.4%
DOCS vs LUNR
+20.8%
-58.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +15.0% | -13.9% | +0.9% |
| 7D | 0.0% | +22.1% | -22.1% | -0.4% |
| 30D | +7.8% | -8.7% | +16.5% | +7.9% |
| 3M | +20.0% | -26.6% | +46.5% | +20.3% |
| 6M | +26.5% | -58.4% | +85.0% | +26.6% |
| YTD | -25.8% | -25.8% | 0.0% | -27.5% |
| All | -37.4% | +20.8% | -58.2% | -44.2% |
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