+22.4%
LUNR vs DOCU
-71.0%
+93.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +12.7% | -3.4% | +16.1% | +13.3% |
| 30D | -10.5% | +9.3% | -19.7% | -11.9% |
| 3M | -25.2% | +30.2% | -55.4% | -28.8% |
| 6M | -59.2% | +62.1% | -121.4% | -63.1% |
| YTD | -27.2% | +13.5% | -40.8% | -30.1% |
| 1Y | +19.7% | +11.5% | +8.2% | +15.7% |
| 3Y | +314.4% | +89.5% | +224.9% | +287.4% |
| All | +22.4% | -71.0% | +93.4% | +17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling