+21.6%
SU vs SUNB
+0.6%
+21.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | -0.2% |
| 7D | +2.2% | +6.0% | -3.7% | +3.0% |
| 30D | +8.4% | -9.7% | +18.1% | +7.1% |
| 3M | +12.1% | -9.8% | +21.9% | +10.9% |
| 6M | +19.7% | +3.1% | +16.6% | +22.8% |
| All | +21.6% | +0.6% | +21.0% | +24.7% |
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 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