+26.5%
DOCS vs SUNB
+7.1%
+19.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.2% | -1.8% |
| 7D | -0.8% | -7.9% | +7.1% | -2.2% |
| 30D | +17.4% | +3.0% | +14.4% | +18.2% |
| 3M | +57.4% | -4.4% | +61.8% | +56.3% |
| 6M | +26.5% | +2.0% | +24.5% | +30.5% |
| All | +26.5% | +7.1% | +19.4% | +32.1% |
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