+75.9%
LUNR vs BTG
+38.4%
+37.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.2% | +1.4% |
| 7D | -3.6% | -0.9% | -2.8% | -3.4% |
| 30D | +5.9% | +36.8% | -31.0% | -11.1% |
| 3M | -56.0% | +23.1% | -79.1% | -61.0% |
| 6M | -20.5% | +3.5% | -23.9% | -24.2% |
| YTD | -8.7% | +25.5% | -34.2% | -20.1% |
| 1Y | +75.9% | +40.1% | +35.8% | +38.0% |
| All | +75.9% | +38.4% | +37.5% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling