-4.5%
LUNR vs BTI
+24.7%
-29.2%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.4% | -8.6% | -4.2% |
| 7D | -14.3% | +5.3% | -19.6% | -12.9% |
| 30D | -30.5% | +19.1% | -49.6% | -27.2% |
| 3M | -28.9% | +6.5% | -35.4% | -26.6% |
| 6M | -60.8% | +9.4% | -70.2% | -59.5% |
| YTD | -38.8% | +14.4% | -53.2% | -34.9% |
| 1Y | -4.5% | +23.9% | -28.4% | -1.8% |
| All | -4.5% | +24.7% | -29.2% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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