+260.6%
SNDU vs SUNB
+0.5%
+260.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | +3.9% | +19.7% | +18.0% |
| 7D | +35.2% | -6.3% | +41.5% | +47.7% |
| 30D | +50.8% | -14.2% | +65.0% | +87.1% |
| 3M | -43.2% | -14.7% | -28.4% | -25.1% |
| All | +260.6% | +0.5% | +260.1% | +341.1% |
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 · Available span rolling