+48.7%
LUNR vs GEN
+33.2%
+15.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.2% |
| 7D | -3.1% | -1.3% | -1.8% | -2.7% |
| 30D | -15.3% | +6.1% | -21.5% | -17.5% |
| 3M | -53.2% | +27.0% | -80.1% | -57.6% |
| 6M | -22.2% | +43.9% | -66.1% | -33.6% |
| YTD | -11.6% | +13.0% | -24.6% | -18.2% |
| 1Y | +68.4% | +4.0% | +64.4% | +60.2% |
| 3Y | +216.8% | +66.2% | +150.6% | +180.8% |
| All | +48.7% | +33.2% | +15.5% | +37.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling