-6.1%
SUNB vs WTW
+10.5%
-16.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.1% | +6.1% | +3.4% |
| 7D | -6.3% | -2.6% | -3.7% | -6.9% |
| 30D | -14.2% | -1.0% | -13.2% | -14.3% |
| 3M | -14.7% | +29.9% | -44.7% | -7.6% |
| 6M | -7.9% | +10.7% | -18.6% | -0.3% |
| All | -6.1% | +10.5% | -16.6% | +1.6% |
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