+11.0%
SUNB vs WTW
+11.7%
-0.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.0% | -6.2% | -2.5% |
| 7D | -2.6% | +4.9% | -7.5% | -1.5% |
| 30D | +4.3% | +17.1% | -12.8% | +8.5% |
| 3M | +0.8% | -0.3% | +1.1% | +0.5% |
| 6M | +9.2% | +30.7% | -21.5% | +18.1% |
| All | +11.0% | +11.7% | -0.7% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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