+51.5%
LUNR vs HDB
-33.4%
+84.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.1% | -2.1% |
| 7D | -0.5% | -6.2% | +5.6% | -0.2% |
| 30D | -11.3% | -6.2% | -5.1% | -10.9% |
| 3M | -44.9% | -5.9% | -39.0% | -44.9% |
| 6M | -17.3% | -25.9% | +8.6% | -15.8% |
| YTD | -9.9% | -40.2% | +30.3% | -7.0% |
| 1Y | +76.1% | -38.0% | +114.1% | +81.4% |
| 3Y | +240.0% | -30.5% | +270.5% | +239.5% |
| All | +51.5% | -33.4% | +84.9% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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