+0.2%
HD vs LUNR
+34.7%
-34.5%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.1% |
| 7D | +1.5% | +24.2% | -22.6% | +1.3% |
| 30D | +18.0% | +18.0% | 0.0% | +17.8% |
| 3M | +2.8% | -26.0% | +28.8% | +3.0% |
| 6M | +17.0% | -63.6% | +80.5% | +17.7% |
| YTD | +3.5% | -19.9% | +23.4% | +3.3% |
| 1Y | -2.6% | +50.1% | -52.7% | -3.5% |
| 3Y | +30.7% | +374.5% | -343.7% | +28.5% |
| All | +0.2% | +34.7% | -34.5% | -1.4% |
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