+48.7%
LUNR vs DOV
+14.0%
+34.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.3% |
| 7D | -3.1% | -2.0% | -1.1% | -2.0% |
| 30D | -15.3% | -8.9% | -6.4% | -10.8% |
| 3M | -53.2% | -13.3% | -39.9% | -49.5% |
| 6M | -22.2% | -9.7% | -12.6% | -18.4% |
| YTD | -11.6% | -2.5% | -9.1% | -11.3% |
| 1Y | +68.4% | +7.2% | +61.2% | +60.9% |
| 3Y | +216.8% | +39.4% | +177.4% | +222.5% |
| All | +48.7% | +14.0% | +34.8% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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