+60.4%
SM vs SUNB
+1.6%
+58.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.9% | -5.3% | +2.7% |
| 7D | -0.2% | +9.4% | -9.6% | +3.2% |
| 30D | +20.3% | -6.9% | +27.2% | +17.4% |
| 3M | +22.9% | -11.3% | +34.2% | +19.0% |
| 6M | +47.8% | -1.8% | +49.6% | +59.5% |
| All | +60.4% | +1.6% | +58.8% | +73.3% |
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