+222.7%
LUNR vs RGEN
+1.9%
+220.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -0.5% | -2.9% | +2.4% | +0.6% |
| 30D | -11.3% | -0.1% | -11.2% | -11.3% |
| 3M | -44.9% | +25.9% | -70.8% | -50.1% |
| 6M | -17.3% | +35.2% | -52.5% | -28.6% |
| YTD | -9.9% | +0.5% | -10.4% | -11.6% |
| 1Y | +76.1% | +37.0% | +39.2% | +53.7% |
| All | +222.7% | +1.9% | +220.9% | +174.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling