-62.1%
DOCS vs LUNR
+53.5%
-115.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.7% | -3.5% | -2.8% |
| 7D | -1.4% | -3.6% | +2.2% | -1.4% |
| 30D | +21.8% | +5.9% | +16.0% | +21.8% |
| 3M | +27.3% | -56.0% | +83.3% | +27.9% |
| 6M | -0.3% | -20.5% | +20.1% | -0.5% |
| YTD | -40.5% | -8.7% | -31.7% | -40.7% |
| 1Y | -61.5% | +75.9% | -137.4% | -61.9% |
| 3Y | +8.2% | +202.9% | -194.7% | +8.4% |
| All | -62.1% | +53.5% | -115.6% | -63.0% |
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 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