-6.1%
SUNB vs WETO
-94.3%
+88.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -20.8% | +24.7% | +3.8% |
| 7D | -6.3% | -55.4% | +49.1% | -6.8% |
| 30D | -14.2% | -48.5% | +34.3% | -13.9% |
| 3M | -14.7% | -97.5% | +82.8% | -17.2% |
| 6M | -7.9% | -94.2% | +86.3% | -2.3% |
| All | -6.1% | -94.3% | +88.3% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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