-42.2%
IRE vs SUNB
-4.1%
-38.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +1.1% | +9.2% | +8.9% |
| 7D | +58.9% | +3.4% | +55.6% | +52.8% |
| 30D | +17.2% | -14.5% | +31.7% | +43.6% |
| 3M | -58.6% | -13.8% | -44.8% | -48.8% |
| 6M | -23.5% | -5.9% | -17.6% | -13.2% |
| All | -42.2% | -4.1% | -38.1% | -34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling