-63.2%
SPCH vs SUNB
-3.2%
-60.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -3.3% | -4.3% | -5.2% |
| 7D | -13.4% | -2.6% | -10.8% | -11.6% |
| 30D | -39.6% | +4.3% | -44.0% | -41.3% |
| 3M | -1.4% | +0.8% | -2.2% | -0.2% |
| All | -63.2% | -3.2% | -60.0% | -63.7% |
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 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