+22.7%
NVDA vs SUNB
+1.6%
+21.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.9% | -6.8% | -2.1% |
| 7D | -0.3% | +9.4% | -9.7% | -2.3% |
| 30D | +2.8% | -6.9% | +9.7% | +4.4% |
| 3M | +7.4% | -11.3% | +18.7% | +10.2% |
| 6M | +22.6% | -1.8% | +24.4% | +23.5% |
| All | +22.7% | +1.6% | +21.1% | +23.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling