-34.1%
AVAV vs SUNB
-2.9%
-31.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +1.2% | +9.3% | +9.9% |
| 7D | -10.6% | -7.9% | -2.7% | -7.4% |
| 30D | -18.8% | +3.0% | -21.8% | -17.8% |
| 3M | -34.1% | -4.4% | -29.7% | -27.2% |
| All | -34.1% | -2.9% | -31.2% | -27.2% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling