+43.4%
ASX vs SUNB
+13.4%
+30.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.9% | +2.7% | +4.8% |
| 7D | -12.3% | -2.6% | -9.7% | -10.4% |
| 30D | -26.0% | +8.6% | -34.6% | -28.5% |
| 3M | -8.1% | +1.1% | -9.2% | -7.9% |
| 6M | +1.4% | +13.1% | -11.7% | -2.8% |
| All | +43.4% | +13.4% | +30.0% | +33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling