+75.9%
LUNR vs DLTR
+29.2%
+46.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.5% | +0.7% |
| 7D | -3.6% | +2.5% | -6.1% | -4.4% |
| 30D | +5.9% | +2.1% | +3.8% | +4.9% |
| 3M | -56.0% | +20.3% | -76.2% | -59.0% |
| 6M | -20.5% | +11.5% | -32.0% | -23.7% |
| YTD | -8.7% | +6.8% | -15.6% | -11.4% |
| 1Y | +75.9% | +31.1% | +44.8% | +42.9% |
| All | +75.9% | +29.2% | +46.6% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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