+29.1%
MAR vs SUNB
+12.2%
+16.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.3% | +5.3% | +2.4% |
| 7D | +7.7% | -2.6% | +10.3% | +8.1% |
| 30D | +19.4% | +4.3% | +15.1% | +18.7% |
| 3M | +23.3% | +0.8% | +22.5% | +22.9% |
| 6M | +22.8% | +9.2% | +13.7% | +20.6% |
| All | +29.1% | +12.2% | +16.9% | +23.1% |
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 · 6 months rolling