+57.9%
ASX vs SUNB
+15.8%
+42.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +2.4% | +4.2% | +5.1% |
| 7D | +0.8% | +3.2% | -2.4% | -0.4% |
| 30D | -20.4% | +10.3% | -30.7% | -23.8% |
| 3M | -2.1% | +3.9% | -6.0% | -3.5% |
| 6M | +8.2% | +17.5% | -9.3% | +1.8% |
| All | +57.9% | +15.8% | +42.1% | +45.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling