-39.0%
ADVB vs SUNB
+14.2%
-53.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.6% | +0.8% | -24.4% | -23.7% |
| 7D | +27.8% | +6.7% | +21.1% | +26.1% |
| 30D | -50.8% | +8.7% | -59.5% | -51.4% |
| 3M | -70.5% | +1.6% | -72.1% | -70.3% |
| 6M | -46.7% | +9.6% | -56.4% | -48.3% |
| All | -39.0% | +14.2% | -53.3% | -42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling