+129.3%
SUNE vs SPY
+17.2%
+112.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -25.3% | -0.6% | -24.7% | -23.8% |
| 7D | +49.8% | -2.0% | +51.8% | +57.5% |
| 30D | +30.6% | -1.7% | +32.3% | +35.6% |
| 3M | +29.6% | +4.7% | +24.9% | +10.6% |
| 6M | +169.6% | +12.5% | +157.1% | +109.6% |
| YTD | +227.2% | +11.7% | +215.5% | +158.3% |
| 1Y | +129.3% | +17.5% | +111.8% | +64.4% |
| All | +129.3% | +17.2% | +112.0% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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