-10.8%
HD vs LUNR
+54.8%
-65.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.7% | +3.7% | -1.0% |
| 7D | -1.8% | +0.5% | -2.4% | -1.8% |
| 30D | -10.8% | -5.3% | -5.5% | -10.8% |
| 3M | -2.7% | -45.6% | +42.9% | -2.3% |
| 6M | -10.3% | -17.4% | +7.1% | -10.4% |
| YTD | -7.8% | -7.9% | +0.1% | -8.1% |
| 1Y | -23.1% | +77.6% | -100.8% | -24.0% |
| 3Y | +2.0% | +247.4% | -245.4% | +0.2% |
| All | -10.8% | +54.8% | -65.6% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling