+374.5%
LUNR vs GEN
+67.9%
+306.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.4% | -2.6% | -1.3% |
| 7D | +24.2% | +2.0% | +22.1% | +22.9% |
| 30D | +18.0% | +27.7% | -9.8% | +2.8% |
| 3M | -26.0% | +3.3% | -29.2% | -28.8% |
| 6M | -63.6% | +31.8% | -95.4% | -71.3% |
| YTD | -19.9% | +13.5% | -33.4% | -30.3% |
| 1Y | +50.1% | +16.0% | +34.1% | +28.3% |
| 3Y | +374.5% | +70.6% | +303.9% | +184.9% |
| All | +374.5% | +67.9% | +306.5% | +184.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling