+11.0%
SUNB vs ZYBT
+71.2%
-60.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.2% | -5.5% | -3.3% |
| 7D | -2.6% | -3.5% | +0.9% | -2.6% |
| 30D | +4.3% | +15.1% | -10.8% | +4.4% |
| 3M | +0.8% | +7.0% | -6.2% | +0.9% |
| 6M | +9.2% | +37.7% | -28.5% | +12.2% |
| All | +11.0% | +71.2% | -60.3% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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