+54.1%
NET vs SUNB
-5.1%
+59.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.9% | -5.9% | -1.9% |
| 7D | -7.0% | -6.3% | -0.7% | -7.1% |
| 30D | -4.8% | -14.2% | +9.4% | -5.2% |
| 3M | +3.8% | -14.7% | +18.6% | +4.1% |
| 6M | +50.0% | -7.9% | +58.0% | +53.4% |
| All | +54.1% | -5.1% | +59.1% | +57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling