+222.7%
LUNR vs FTI
+264.2%
-41.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.7% | -0.8% |
| 7D | -0.5% | -5.6% | +5.1% | +2.1% |
| 30D | -11.3% | +0.4% | -11.7% | -11.3% |
| 3M | -44.9% | +8.1% | -53.0% | -47.2% |
| 6M | -17.3% | +16.7% | -34.0% | -24.0% |
| YTD | -9.9% | +70.0% | -79.9% | -30.1% |
| 1Y | +76.1% | +85.4% | -9.3% | +31.9% |
| All | +222.7% | +264.2% | -41.5% | +125.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 3y: compounded portfolio wealth divided by compounded FTI 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…
3y analysis · Full analysis span regression · 6 months rolling