+22.0%
LUNR vs DOC
+23.5%
-1.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.0% | +1.8% | +13.2% | +14.8% |
| 7D | +22.1% | +5.9% | +16.3% | +21.6% |
| 30D | -8.7% | +10.3% | -19.0% | -9.6% |
| 3M | -26.6% | -2.2% | -24.4% | -26.2% |
| 6M | -58.4% | +8.2% | -66.6% | -59.1% |
| YTD | -25.8% | +35.4% | -61.2% | -26.0% |
| All | +22.0% | +23.5% | -1.5% | +22.7% |
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