+314.4%
LUNR vs DOC
+54.0%
+260.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.5% |
| 7D | +12.7% | +4.3% | +8.3% | +11.0% |
| 30D | -10.5% | +9.2% | -19.6% | -13.7% |
| 3M | -25.2% | -0.8% | -24.3% | -25.0% |
| 6M | -59.2% | +7.1% | -66.3% | -60.9% |
| YTD | -27.2% | +34.0% | -61.2% | -37.9% |
| 1Y | +19.7% | +23.2% | -3.5% | +6.5% |
| 3Y | +314.4% | +53.6% | +260.8% | +189.9% |
| All | +314.4% | +54.0% | +260.4% | +189.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling