+222.7%
LUNR vs HSY
-8.8%
+231.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.4% | -2.2% |
| 7D | -0.5% | -0.4% | -0.1% | -0.5% |
| 30D | -11.3% | -3.4% | -7.8% | -11.3% |
| 3M | -44.9% | -0.5% | -44.4% | -45.0% |
| 6M | -17.3% | -19.1% | +1.8% | -17.0% |
| YTD | -9.9% | -2.1% | -7.9% | -9.4% |
| 1Y | +76.1% | -3.2% | +79.4% | +77.6% |
| All | +222.7% | -8.8% | +231.5% | +220.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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