-12.1%
HD vs LUNR
+51.5%
-63.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.6% | -1.5% |
| 7D | -3.9% | -0.5% | -3.3% | -3.9% |
| 30D | -13.1% | -11.3% | -1.8% | -13.1% |
| 3M | -3.4% | -44.9% | +41.5% | -3.0% |
| 6M | -12.6% | -17.3% | +4.8% | -12.6% |
| YTD | -9.2% | -9.9% | +0.7% | -9.5% |
| 1Y | -23.9% | +76.1% | -100.1% | -24.7% |
| 3Y | +0.4% | +240.0% | -239.6% | -1.3% |
| All | -12.1% | +51.5% | -63.6% | -13.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling