+24.5%
DOCN vs SUNB
+7.1%
+17.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +2.3% |
| 7D | -19.2% | -7.9% | -11.3% | -18.0% |
| 30D | -43.1% | +3.0% | -46.1% | -42.7% |
| 3M | -40.7% | -4.4% | -36.3% | -40.6% |
| 6M | -55.0% | +2.0% | -57.0% | -54.0% |
| All | +24.5% | +7.1% | +17.4% | +29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling