+198.6%
LUNR vs DOC
+20.8%
+177.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.6% | +1.5% |
| 7D | -3.6% | -1.5% | -2.2% | -3.1% |
| 30D | +5.9% | -4.8% | +10.6% | +7.8% |
| 3M | -56.0% | +6.9% | -62.8% | -57.7% |
| 6M | -20.5% | +20.7% | -41.2% | -28.3% |
| YTD | -8.7% | +34.1% | -42.9% | -22.3% |
| 1Y | +75.9% | +22.6% | +53.2% | +56.7% |
| All | +198.6% | +20.8% | +177.8% | +125.6% |
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