+149.3%
ALAB vs SUNB
+1.6%
+147.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.9% | -1.9% | 0.0% |
| 7D | +9.6% | +9.4% | +0.2% | +3.1% |
| 30D | -5.3% | -6.9% | +1.6% | -1.1% |
| 3M | -12.0% | -11.3% | -0.7% | -5.2% |
| 6M | +145.7% | -1.8% | +147.5% | +153.3% |
| All | +149.3% | +1.6% | +147.7% | +153.3% |
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