+24.4%
SMCI vs SUNB
-5.1%
+29.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +3.9% | +0.6% | +2.0% |
| 7D | +6.8% | -6.3% | +13.1% | +11.1% |
| 30D | +30.6% | -14.2% | +44.7% | +43.7% |
| 3M | -15.6% | -14.7% | -0.8% | -5.9% |
| 6M | +21.3% | -7.9% | +29.2% | +35.1% |
| All | +24.4% | -5.1% | +29.4% | +36.3% |
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 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