-10.7%
LUNR vs DOC
-21.6%
+10.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | -0.2% | -12.9% | -13.2% |
| 7D | -26.2% | +6.2% | -32.4% | -26.9% |
| 30D | -42.8% | +6.5% | -49.2% | -43.4% |
| 3M | -38.4% | -6.2% | -32.1% | -37.8% |
| 6M | -65.2% | +25.6% | -90.8% | -66.9% |
| YTD | -46.9% | +32.1% | -79.0% | -49.8% |
| 1Y | -17.4% | +20.3% | -37.7% | -20.8% |
| 3Y | +152.8% | +42.7% | +110.0% | +146.8% |
| All | -10.7% | -21.6% | +10.9% | -22.1% |
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