+30.6%
HD vs LUNR
+349.3%
-318.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.0% | -7.8% | -1.0% |
| 7D | -0.5% | +51.2% | -51.6% | -1.5% |
| 30D | +18.5% | +7.0% | +11.5% | +18.1% |
| 3M | +2.2% | -23.1% | +25.3% | +2.6% |
| 6M | +13.8% | -59.4% | +73.2% | +16.0% |
| YTD | +3.4% | -19.7% | +23.1% | +2.3% |
| 1Y | -3.5% | +39.5% | -43.0% | -6.8% |
| All | +30.6% | +349.3% | -318.7% | +15.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling