+75.9%
LUNR vs HIG
+5.1%
+70.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | -0.1% |
| 7D | -3.6% | +0.3% | -4.0% | -3.4% |
| 30D | +5.9% | -3.2% | +9.1% | +4.3% |
| 3M | -56.0% | +9.1% | -65.1% | -53.3% |
| 6M | -20.5% | -1.8% | -18.7% | -17.8% |
| YTD | -8.7% | +1.8% | -10.5% | -3.3% |
| 1Y | +75.9% | +4.6% | +71.3% | +86.8% |
| All | +75.9% | +5.1% | +70.8% | +86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling