-56.3%
INIO vs SUNB
+1.8%
-58.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.5% | -3.3% | -16.2% | -16.9% |
| 7D | -19.7% | -2.6% | -17.1% | -17.5% |
| 30D | -22.3% | +4.3% | -26.7% | -23.9% |
| 3M | -46.1% | +0.8% | -46.9% | -45.4% |
| All | -56.3% | +1.8% | -58.1% | -55.1% |
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 · Available span rolling