-53.2%
DOCS vs LUNR
+8.5%
-61.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +21.5% | -23.5% | -2.2% |
| 7D | -0.8% | -1.9% | +1.1% | -0.8% |
| 30D | +17.4% | -27.3% | +44.7% | +17.7% |
| 3M | +57.4% | -29.9% | +87.2% | +57.7% |
| 6M | +26.5% | -60.2% | +86.8% | +27.1% |
| YTD | -26.6% | -35.5% | +8.9% | -26.7% |
| 1Y | -48.1% | +9.5% | -57.6% | -48.4% |
| 3Y | +52.6% | +226.2% | -173.5% | +53.9% |
| All | -53.2% | +8.5% | -61.7% | -54.2% |
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 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