+362.4%
HPE vs LUNR
+54.8%
+307.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.7% | +9.8% | +5.2% |
| 7D | +13.6% | +0.5% | +13.1% | +13.6% |
| 30D | +7.7% | -5.3% | +13.0% | +7.8% |
| 3M | +22.4% | -45.6% | +68.0% | +24.0% |
| 6M | +172.6% | -17.4% | +190.0% | +173.0% |
| YTD | +147.5% | -7.9% | +155.5% | +146.6% |
| 1Y | +151.8% | +77.6% | +74.1% | +147.3% |
| 3Y | +267.1% | +247.4% | +19.6% | +262.4% |
| All | +362.4% | +54.8% | +307.6% | +342.2% |
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