+0.5%
SUNB vs RVTY
+29.0%
-28.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.5% | +8.5% | +6.4% |
| 7D | +9.4% | -5.4% | +14.8% | +10.6% |
| 30D | -6.9% | +6.7% | -13.6% | -8.4% |
| 3M | -11.3% | +19.0% | -30.3% | -15.1% |
| 6M | -1.8% | +34.6% | -36.4% | -11.6% |
| All | +0.5% | +29.0% | -28.5% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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