+121.1%
SIMO vs SUNB
+0.6%
+120.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.7% | +7.9% | +7.5% |
| 7D | +11.0% | +6.0% | +5.1% | +9.0% |
| 30D | +17.9% | -9.7% | +27.6% | +21.0% |
| 3M | +3.9% | -9.8% | +13.7% | +5.8% |
| 6M | +131.0% | +3.1% | +127.9% | +130.9% |
| All | +121.1% | +0.6% | +120.5% | +121.6% |
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 · 6 months rolling