+75.9%
LUNR vs DVA
+35.1%
+40.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.5% | +0.8% |
| 7D | -3.6% | +1.8% | -5.5% | -3.6% |
| 30D | +5.9% | -2.5% | +8.4% | +5.9% |
| 3M | -56.0% | -4.3% | -51.7% | -56.3% |
| 6M | -20.5% | +18.9% | -39.3% | -21.9% |
| YTD | -8.7% | +61.9% | -70.7% | -16.0% |
| 1Y | +75.9% | +35.7% | +40.2% | +69.4% |
| All | +75.9% | +35.1% | +40.7% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 1y: compounded portfolio wealth divided by compounded DVA 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…
1y analysis · Full analysis span regression · 6 months rolling