+53.5%
LUNR vs PRU
+40.3%
+13.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.3% |
| 7D | -3.6% | +1.9% | -5.5% | -4.6% |
| 30D | +5.9% | +2.7% | +3.1% | +4.3% |
| 3M | -56.0% | +19.5% | -75.4% | -60.3% |
| 6M | -20.5% | +26.6% | -47.1% | -30.6% |
| YTD | -8.7% | +12.3% | -21.1% | -15.3% |
| 1Y | +75.9% | +18.0% | +57.8% | +58.9% |
| 3Y | +202.9% | +47.0% | +155.8% | +177.6% |
| All | +53.5% | +40.3% | +13.2% | +39.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling