+51.5%
LUNR vs RGEN
-39.2%
+90.7%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -0.5% | -2.9% | +2.4% | 0.0% |
| 30D | -11.3% | -0.1% | -11.2% | -11.3% |
| 3M | -44.9% | +25.9% | -70.8% | -47.6% |
| 6M | -17.3% | +35.2% | -52.5% | -23.1% |
| YTD | -9.9% | +0.5% | -10.4% | -10.9% |
| 1Y | +76.1% | +37.0% | +39.2% | +65.6% |
| 3Y | +240.0% | +2.0% | +238.0% | +227.1% |
| All | +51.5% | -39.2% | +90.7% | +51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling