-6.1%
SUNB vs BG
-0.5%
-5.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +3.8% |
| 7D | -6.3% | +2.8% | -9.1% | -6.1% |
| 30D | -14.2% | +12.0% | -26.2% | -14.0% |
| 3M | -14.7% | -7.7% | -7.1% | -15.1% |
| 6M | -7.9% | +4.5% | -12.4% | -12.1% |
| All | -6.1% | -0.5% | -5.6% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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