+53.5%
LUNR vs DRI
+73.7%
-20.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +0.9% |
| 7D | -3.6% | +0.6% | -4.2% | -3.8% |
| 30D | +5.9% | +3.8% | +2.0% | +4.5% |
| 3M | -56.0% | +13.0% | -69.0% | -57.9% |
| 6M | -20.5% | +8.3% | -28.8% | -23.2% |
| YTD | -8.7% | +20.6% | -29.4% | -15.3% |
| 1Y | +75.9% | +6.5% | +69.4% | +69.7% |
| 3Y | +202.9% | +53.7% | +149.2% | +172.4% |
| All | +53.5% | +73.7% | -20.3% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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