-44.7%
SLV vs SUNB
+13.3%
-58.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.1% | -2.6% |
| 7D | -3.9% | +7.1% | -10.9% | -5.8% |
| 30D | -15.6% | +5.4% | -21.1% | -17.2% |
| 3M | -23.6% | +1.7% | -25.3% | -24.4% |
| 6M | -42.6% | +14.1% | -56.6% | -45.3% |
| All | -44.7% | +13.3% | -58.0% | -47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling