+48.7%
LUNR vs BTI
+127.6%
-78.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.8% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | -15.3% | -1.1% | -14.3% | -15.4% |
| 3M | -53.2% | -8.8% | -44.4% | -53.4% |
| 6M | -22.2% | -4.0% | -18.3% | -22.4% |
| YTD | -11.6% | +0.4% | -11.9% | -11.3% |
| 1Y | +68.4% | +1.9% | +66.5% | +69.4% |
| 3Y | +216.8% | +108.5% | +108.3% | +224.8% |
| All | +48.7% | +127.6% | -78.9% | +51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling