+53.5%
LUNR vs HTZ
-89.9%
+143.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.6% |
| 7D | -3.6% | +7.5% | -11.1% | -4.6% |
| 30D | +5.9% | +47.4% | -41.6% | -0.3% |
| 3M | -56.0% | -54.9% | -1.1% | -52.8% |
| 6M | -20.5% | -47.0% | +26.5% | -16.4% |
| YTD | -8.7% | -55.3% | +46.5% | -2.7% |
| 1Y | +75.9% | -57.6% | +133.5% | +86.7% |
| 3Y | +202.9% | -86.6% | +289.5% | +215.1% |
| All | +53.5% | -89.9% | +143.4% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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