+77.8%
ESTC vs SUNB
+15.1%
+62.7%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.2% | +2.1% |
| 7D | +5.8% | +7.1% | -1.3% | +5.5% |
| 30D | -5.6% | +5.4% | -11.0% | -5.6% |
| 3M | +15.4% | +1.7% | +13.7% | +16.2% |
| 6M | +77.8% | +14.1% | +63.7% | +85.5% |
| All | +77.8% | +15.1% | +62.7% | +85.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling