-38.3%
DOCS vs LUNR
+18.5%
-56.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.3% |
| 7D | -0.6% | +12.7% | -13.2% | -0.8% |
| 30D | +6.3% | -10.5% | +16.8% | +6.4% |
| 3M | +26.5% | -25.2% | +51.7% | +26.7% |
| 6M | +24.8% | -59.2% | +84.0% | +24.9% |
| YTD | -26.8% | -27.2% | +0.4% | -28.5% |
| 1Y | -38.3% | +19.7% | -58.0% | -45.0% |
| All | -38.3% | +18.5% | -56.8% | -45.0% |
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