+48.7%
LUNR vs HRB
+119.5%
-70.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.4% | -1.8% |
| 7D | -3.1% | -8.0% | +4.9% | -4.4% |
| 30D | -15.3% | -16.0% | +0.6% | -17.5% |
| 3M | -53.2% | +26.9% | -80.0% | -51.1% |
| 6M | -22.2% | +51.1% | -73.3% | -16.5% |
| YTD | -11.6% | +7.1% | -18.6% | -10.0% |
| 1Y | +68.4% | -9.6% | +78.0% | +66.9% |
| 3Y | +216.8% | +25.4% | +191.4% | +248.5% |
| All | +48.7% | +119.5% | -70.8% | +68.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling