+73.5%
ESTC vs SUNB
-5.1%
+78.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.9% | -8.4% | -3.8% |
| 7D | -8.1% | -6.3% | -1.8% | -8.9% |
| 30D | +31.7% | -14.2% | +45.8% | +28.6% |
| 3M | +41.1% | -14.7% | +55.8% | +38.2% |
| 6M | +77.1% | -7.9% | +85.0% | +80.9% |
| All | +73.5% | -5.1% | +78.6% | +78.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling