+54.8%
LUNR vs PRU
+35.2%
+19.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.5% | -3.2% | -3.9% |
| 7D | +0.5% | -1.9% | +2.4% | +1.4% |
| 30D | -5.3% | -2.6% | -2.7% | -4.1% |
| 3M | -45.6% | +14.7% | -60.3% | -49.9% |
| 6M | -17.4% | +25.7% | -43.1% | -27.6% |
| YTD | -7.9% | +8.3% | -16.2% | -13.0% |
| 1Y | +77.6% | +17.3% | +60.3% | +61.0% |
| 3Y | +247.4% | +43.2% | +204.3% | +224.8% |
| All | +54.8% | +35.2% | +19.7% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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