+38.5%
MSFU vs SUNB
-13.9%
+52.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2026-06-07 to 2026-09-07.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +3.9% | -8.1% | -3.9% |
| 7D | -5.7% | -6.3% | +0.6% | -5.8% |
| 30D | +4.2% | -14.2% | +18.3% | +3.7% |
| All | +38.5% | -13.9% | +52.3% | +36.8% |
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 2026-06-07 to 2026-09-07: 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…
2026-06-07 to 2026-09-07 analysis · Full analysis span regression · Available span rolling