+76.6%
HAL vs LUNR
+62.5%
+14.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.9% | -6.6% | -0.8% |
| 7D | +0.5% | +6.5% | -6.1% | +0.4% |
| 30D | +15.9% | -4.4% | +20.3% | +16.0% |
| 3M | -8.7% | -47.3% | +38.6% | -8.2% |
| 6M | +9.0% | -11.1% | +20.1% | +8.8% |
| YTD | +32.0% | -3.4% | +35.4% | +31.5% |
| 1Y | +72.5% | +85.8% | -13.3% | +70.6% |
| 3Y | -4.5% | +264.7% | -269.2% | -5.4% |
| All | +76.6% | +62.5% | +14.1% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUNR.
Daily Out/Under-Performance
Portfolio return minus LUNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUNR 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 LUNR 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