+62.5%
LUNR vs RGEN
-37.8%
+100.3%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.6% | +5.3% | +5.8% |
| 7D | +6.5% | -0.9% | +7.4% | +6.7% |
| 30D | -4.4% | +2.8% | -7.2% | -4.9% |
| 3M | -47.3% | +34.5% | -81.7% | -50.5% |
| 6M | -11.1% | +40.5% | -51.5% | -17.9% |
| YTD | -3.4% | +2.8% | -6.2% | -4.9% |
| 1Y | +85.8% | +39.6% | +46.2% | +74.0% |
| 3Y | +264.7% | +4.4% | +260.2% | +249.2% |
| All | +62.5% | -37.8% | +100.3% | +61.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling