-4.5%
LUNR vs GEN
+20.2%
-24.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +4.0% | -9.2% | -6.0% |
| 7D | -14.3% | +26.9% | -41.2% | -19.1% |
| 30D | -30.5% | +38.6% | -69.2% | -35.9% |
| 3M | -28.9% | +9.7% | -38.6% | -30.7% |
| 6M | -60.8% | +58.9% | -119.7% | -70.7% |
| YTD | -38.8% | +15.3% | -54.1% | -48.9% |
| 1Y | -4.5% | +21.8% | -26.3% | -28.2% |
| All | -4.5% | +20.2% | -24.7% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling