-57.4%
MUZ vs SUNB
+4.0%
-61.4%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | +2.4% | -26.3% | -19.4% |
| 7D | -17.7% | +3.2% | -20.9% | -7.9% |
| 30D | +14.5% | +10.3% | +4.2% | +43.1% |
| 3M | -25.7% | +3.9% | -29.6% | -16.3% |
| All | -57.4% | +4.0% | -61.4% | -53.8% |
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 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