+51.5%
LUNR vs DVA
+79.6%
-28.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -2.0% |
| 7D | -0.5% | -0.2% | -0.4% | -0.6% |
| 30D | -11.3% | +1.7% | -13.0% | -11.6% |
| 3M | -44.9% | -8.7% | -36.2% | -44.6% |
| 6M | -17.3% | +19.7% | -37.0% | -21.8% |
| YTD | -9.9% | +59.6% | -69.5% | -21.8% |
| 1Y | +76.1% | +37.1% | +39.0% | +58.8% |
| 3Y | +240.0% | +89.8% | +150.2% | +194.8% |
| All | +51.5% | +79.6% | -28.1% | +34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling