+48.7%
LUNR vs RGEN
-39.0%
+87.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.2% | -1.9% |
| 7D | -3.1% | -1.4% | -1.7% | -2.8% |
| 30D | -15.3% | -0.3% | -15.0% | -15.3% |
| 3M | -53.2% | +23.9% | -77.1% | -55.3% |
| 6M | -22.2% | +38.5% | -60.8% | -28.0% |
| YTD | -11.6% | +0.8% | -12.4% | -12.6% |
| 1Y | +68.4% | +38.2% | +30.2% | +58.1% |
| 3Y | +216.8% | +1.3% | +215.5% | +204.4% |
| All | +48.7% | -39.0% | +87.7% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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