+18.5%
BP vs SUNB
+1.6%
+16.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.9% | -4.1% | +2.8% |
| 7D | +4.0% | +9.4% | -5.4% | +5.7% |
| 30D | +7.8% | -6.9% | +14.7% | +6.4% |
| 3M | +8.4% | -11.3% | +19.7% | +6.6% |
| 6M | +15.1% | -1.8% | +16.8% | +19.8% |
| All | +18.5% | +1.6% | +16.9% | +23.6% |
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