+82.8%
GH vs SUNB
+12.2%
+70.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.3% | -0.4% | -3.6% |
| 7D | -7.7% | -2.6% | -5.1% | -7.6% |
| 30D | -10.0% | +4.3% | -14.3% | -9.9% |
| 3M | +5.5% | +0.8% | +4.7% | +5.5% |
| 6M | +84.9% | +9.2% | +75.7% | +85.7% |
| All | +82.8% | +12.2% | +70.6% | +81.2% |
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