+387.5%
HPE vs LUNR
+48.7%
+338.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -1.8% | +14.3% | +12.5% |
| 7D | +19.4% | -3.1% | +22.5% | +19.5% |
| 30D | +5.6% | -15.3% | +21.0% | +6.0% |
| 3M | +33.1% | -53.2% | +86.2% | +35.4% |
| 6M | +192.5% | -22.2% | +214.7% | +193.3% |
| YTD | +160.9% | -11.6% | +172.5% | +160.2% |
| 1Y | +155.0% | +68.4% | +86.5% | +150.7% |
| 3Y | +289.4% | +216.8% | +72.6% | +284.8% |
| All | +387.5% | +48.7% | +338.8% | +366.6% |
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 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