+50.1%
LUNR vs DOC
+21.6%
+28.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +24.2% | -0.9% | +25.0% | +24.3% |
| 30D | +18.0% | +7.7% | +10.2% | +17.1% |
| 3M | -26.0% | -2.0% | -24.0% | -25.6% |
| 6M | -63.6% | +5.9% | -69.4% | -64.0% |
| YTD | -19.9% | +31.8% | -51.7% | -19.1% |
| 1Y | +50.1% | +22.5% | +27.6% | +53.4% |
| All | +50.1% | +21.6% | +28.5% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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