-50.6%
ADVB vs SUNB
+13.4%
-64.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.9% | -2.4% | +2.5% |
| 7D | -1.2% | -2.6% | +1.4% | -0.9% |
| 30D | -61.4% | +8.6% | -70.0% | -61.8% |
| 3M | -67.8% | +1.1% | -68.9% | -67.5% |
| 6M | -66.9% | +13.1% | -80.0% | -68.2% |
| All | -50.6% | +13.4% | -64.0% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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