-4.5%
LUNR vs DVA
+62.2%
-66.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +5.8% | -11.0% | -4.8% |
| 7D | -14.3% | +4.7% | -19.1% | -13.9% |
| 30D | -30.5% | +7.8% | -38.3% | -30.0% |
| 3M | -28.9% | -15.5% | -13.4% | -28.9% |
| 6M | -60.8% | +25.0% | -85.9% | -60.8% |
| YTD | -38.8% | +69.6% | -108.4% | -40.3% |
| 1Y | -4.5% | +60.6% | -65.1% | -4.8% |
| All | -4.5% | +62.2% | -66.7% | -4.8% |
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