-25.8%
SUNS vs SPY
+18.1%
-43.9%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.8% |
| 7D | -2.8% | -0.8% | -2.0% | -2.2% |
| 30D | -3.2% | -1.1% | -2.1% | -2.4% |
| 3M | -11.4% | +3.9% | -15.3% | -14.4% |
| 6M | -14.0% | +13.6% | -27.6% | -22.5% |
| YTD | -16.9% | +12.7% | -29.6% | -24.6% |
| 1Y | -25.8% | +17.5% | -43.3% | -34.4% |
| All | -25.8% | +18.1% | -43.9% | -34.4% |
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