+115.8%
SIMO vs SUNB
+1.6%
+114.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.9% | -3.8% | +0.3% |
| 7D | +14.5% | +9.4% | +5.1% | +11.4% |
| 30D | +20.4% | -6.9% | +27.3% | +22.7% |
| 3M | +7.1% | -11.3% | +18.4% | +8.6% |
| 6M | +129.2% | -1.8% | +131.0% | +129.5% |
| All | +115.8% | +1.6% | +114.2% | +115.7% |
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