-0.1%
FDX vs SUNB
+1.6%
-1.8%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.9% | -7.5% | -2.6% |
| 7D | -2.3% | +9.4% | -11.7% | -4.0% |
| 30D | -4.9% | -6.9% | +2.0% | -3.6% |
| 3M | -6.5% | -11.3% | +4.8% | -4.0% |
| 6M | +6.7% | -1.8% | +8.4% | +3.9% |
| All | -0.1% | +1.6% | -1.8% | -2.8% |
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