-47.5%
IRE vs SUNB
-5.1%
-42.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +3.9% | +10.0% | +9.0% |
| 7D | +54.8% | -6.3% | +61.1% | +67.0% |
| 30D | +18.4% | -14.2% | +32.5% | +44.0% |
| 3M | -66.7% | -14.7% | -52.0% | -57.8% |
| 6M | -52.3% | -7.9% | -44.4% | -44.3% |
| All | -47.5% | -5.1% | -42.5% | -39.7% |
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