+75.9%
LUNR vs HRB
+1.1%
+74.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.0% | +4.7% | +0.1% |
| 7D | -3.6% | -5.7% | +2.0% | -4.5% |
| 30D | +5.9% | +7.9% | -2.0% | +7.1% |
| 3M | -56.0% | +32.1% | -88.1% | -54.0% |
| 6M | -20.5% | +62.2% | -82.7% | -16.2% |
| YTD | -8.7% | +16.4% | -25.2% | -4.1% |
| 1Y | +75.9% | -0.3% | +76.2% | +79.4% |
| All | +75.9% | +1.1% | +74.8% | +79.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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