-33.9%
Z vs SUNB
+13.3%
-47.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.1% | -1.9% |
| 7D | -4.9% | +7.1% | -12.0% | -6.0% |
| 30D | +3.0% | +5.4% | -2.5% | +2.0% |
| 3M | -13.4% | +1.7% | -15.1% | -13.9% |
| 6M | -27.3% | +14.1% | -41.4% | -29.6% |
| All | -33.9% | +13.3% | -47.2% | -35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling