-12.7%
URA vs SUNB
-4.7%
-8.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.9% | -3.2% | -0.6% |
| 7D | +1.1% | -6.3% | +7.4% | +3.4% |
| 30D | +7.4% | -14.2% | +21.5% | +13.3% |
| 3M | -8.4% | -14.7% | +6.4% | -3.5% |
| 6M | -12.7% | -7.9% | -4.8% | -10.5% |
| All | -12.7% | -4.7% | -8.0% | -10.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling