+53.5%
LUNR vs DOC
-20.3%
+73.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.6% | +1.0% |
| 7D | -3.6% | -1.5% | -2.2% | -3.4% |
| 30D | +5.9% | -4.8% | +10.6% | +6.6% |
| 3M | -56.0% | +6.9% | -62.8% | -56.6% |
| 6M | -20.5% | +20.7% | -41.2% | -23.7% |
| YTD | -8.7% | +34.1% | -42.9% | -14.0% |
| 1Y | +75.9% | +22.6% | +53.2% | +68.4% |
| 3Y | +202.9% | +20.8% | +182.0% | +178.4% |
| All | +53.5% | -20.3% | +73.8% | +33.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling