+72.0%
ASX vs SUNB
+1.6%
+70.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.9% | -2.4% | +0.6% |
| 7D | +11.1% | +9.4% | +1.7% | +6.1% |
| 30D | +9.6% | -6.9% | +16.5% | +13.7% |
| 3M | +18.6% | -11.3% | +29.9% | +25.1% |
| 6M | +92.1% | -1.8% | +93.9% | +89.4% |
| All | +72.0% | +1.6% | +70.3% | +68.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling