-23.4%
TER vs SUNB
+14.2%
-37.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.8% | -6.2% | -6.1% |
| 7D | +14.4% | +6.7% | +7.7% | +8.2% |
| 30D | -30.6% | +8.7% | -39.3% | -34.8% |
| 3M | -39.2% | +1.6% | -40.8% | -39.8% |
| 6M | -31.3% | +9.6% | -40.9% | -36.1% |
| All | -23.4% | +14.2% | -37.6% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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