-6.1%
SUNB vs HRB
+67.9%
-74.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -4.0% | +7.9% | +3.2% |
| 7D | -6.3% | -5.7% | -0.6% | -7.2% |
| 30D | -14.2% | +7.9% | -22.1% | -12.4% |
| 3M | -14.7% | +32.1% | -46.9% | -6.9% |
| 6M | -7.9% | +62.2% | -70.2% | +5.1% |
| All | -6.1% | +67.9% | -74.0% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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