+54.8%
LUNR vs HRB
+119.6%
-64.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.6% | -3.1% | -5.0% |
| 7D | +0.5% | -10.6% | +11.2% | -1.2% |
| 30D | -5.3% | -0.8% | -4.5% | -5.3% |
| 3M | -45.6% | +19.1% | -64.7% | -43.7% |
| 6M | -17.4% | +48.7% | -66.1% | -11.4% |
| YTD | -7.9% | +7.1% | -15.0% | -6.3% |
| 1Y | +77.6% | -8.3% | +86.0% | +76.5% |
| 3Y | +247.4% | +25.8% | +221.6% | +282.6% |
| All | +54.8% | +119.6% | -64.8% | +75.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling