+9.0%
HCA vs LUNR
-9.9%
+18.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | -5.2% | +15.6% | +10.2% |
| 7D | +10.2% | -14.3% | +24.6% | +9.9% |
| 30D | +17.4% | -30.5% | +47.9% | +16.8% |
| 3M | +27.7% | -28.9% | +56.5% | +27.1% |
| 6M | +20.0% | -60.8% | +80.8% | +19.0% |
| YTD | +10.0% | -38.8% | +48.8% | +9.7% |
| 1Y | +9.0% | -4.5% | +13.5% | +7.3% |
| All | +9.0% | -9.9% | +18.9% | +7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling