+15.2%
PINS vs SUNB
-4.1%
+19.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.3% | -1.2% |
| 7D | -5.2% | +3.4% | -8.6% | -5.1% |
| 30D | -14.9% | -14.5% | -0.4% | -15.4% |
| 3M | -8.4% | -13.8% | +5.4% | -8.2% |
| 6M | +0.6% | -5.9% | +6.5% | +3.6% |
| All | +15.2% | -4.1% | +19.3% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling