+26.2%
LUNR vs DOCU
-70.1%
+96.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.2% | -0.1% | +2.7% |
| 7D | +22.7% | -0.4% | +23.1% | +22.7% |
| 30D | -5.3% | +12.9% | -18.2% | -7.2% |
| 3M | -26.1% | +35.1% | -61.2% | -30.1% |
| 6M | -62.4% | +76.2% | -138.6% | -66.4% |
| YTD | -25.0% | +17.2% | -42.1% | -28.2% |
| 1Y | +29.0% | +16.4% | +12.6% | +23.9% |
| 3Y | +327.4% | +95.6% | +231.8% | +297.7% |
| All | +26.2% | -70.1% | +96.3% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling