+216.8%
LUNR vs HRB
+25.9%
+190.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.4% | -1.8% |
| 7D | -3.1% | -8.0% | +4.9% | -4.0% |
| 30D | -15.3% | -16.0% | +0.6% | -16.9% |
| 3M | -53.2% | +26.9% | -80.0% | -52.0% |
| 6M | -22.2% | +51.1% | -73.3% | -19.6% |
| YTD | -11.6% | +7.1% | -18.6% | -10.4% |
| 1Y | +68.4% | -9.6% | +78.0% | +68.9% |
| 3Y | +216.8% | +25.4% | +191.4% | +247.9% |
| All | +216.8% | +25.9% | +190.9% | +247.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling