+48.7%
LUNR vs HSY
+10.6%
+38.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.9% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -15.3% | -5.2% | -10.2% | -15.8% |
| 3M | -53.2% | -3.4% | -49.8% | -53.2% |
| 6M | -22.2% | -19.2% | -3.0% | -24.0% |
| YTD | -11.6% | -2.6% | -8.9% | -10.9% |
| 1Y | +68.4% | -3.8% | +72.2% | +69.8% |
| 3Y | +216.8% | -10.6% | +227.4% | +212.0% |
| All | +48.7% | +10.6% | +38.1% | +39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling