+48.7%
LUNR vs HALO
+180.3%
-131.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.9% |
| 7D | -3.1% | -2.7% | -0.4% | -3.0% |
| 30D | -15.3% | +5.3% | -20.7% | -15.6% |
| 3M | -53.2% | +51.6% | -104.7% | -54.0% |
| 6M | -22.2% | +61.3% | -83.5% | -23.8% |
| YTD | -11.6% | +59.3% | -70.9% | -13.3% |
| 1Y | +68.4% | +38.3% | +30.2% | +65.3% |
| 3Y | +216.8% | +185.9% | +30.9% | +191.5% |
| All | +48.7% | +180.3% | -131.6% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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