Stock and ETF performance explorer

FDS vs SUNB

Performance

Returns, benchmark comparison, and relative performance.

Returns for 1w.

Portfolio and benchmark returns by period
Period	Portfolio	SUNB	Excess	Alpha
1D	-5.8%	-0.3%	-5.5%	N/A
7D	-16.0%	+10.9%	-26.9%	N/A
All	-16.0%	+8.0%	-23.9%	N/A

Daily percentage return beside SUNB.

Portfolio return minus SUNB return. Positive bars indicate outperformance.

Beta-adjusted return needs at least 20 comparable returns and benchmark movement within each trailing regression window.

Relative wealth over 1w: compounded portfolio wealth divided by compounded SUNB wealth, less one. Both series rebase at the selected span's start.

Cumulative alpha will appear once a trailing regression window supports a beta estimate.