+6.6%
RIVN vs SUNB
+1.6%
+5.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.9% | -6.9% | -2.5% |
| 7D | +2.5% | +9.4% | -6.9% | +0.1% |
| 30D | -2.3% | -6.9% | +4.5% | -0.6% |
| 3M | +1.7% | -11.3% | +13.0% | +4.0% |
| 6M | +0.9% | -1.8% | +2.6% | +2.0% |
| All | +6.6% | +1.6% | +5.0% | +7.4% |
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 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