-4.5%
LUNR vs DG
+45.3%
-49.8%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +8.5% | -13.8% | -6.2% |
| 7D | -14.3% | +12.3% | -26.6% | -15.9% |
| 30D | -30.5% | +19.3% | -49.8% | -33.1% |
| 3M | -28.9% | +11.9% | -40.7% | -30.6% |
| 6M | -60.8% | +25.0% | -85.8% | -64.0% |
| YTD | -38.8% | +8.7% | -47.5% | -41.6% |
| 1Y | -4.5% | +44.7% | -49.2% | -28.9% |
| All | -4.5% | +45.3% | -49.8% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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