+84.5%
AAPL vs BNS
+129.0%
-44.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.3% |
| 7D | -0.5% | -2.2% | +1.7% | +0.3% |
| 30D | +7.1% | +4.5% | +2.6% | +5.3% |
| 3M | +12.1% | +14.9% | -2.8% | +5.9% |
| 6M | +25.4% | +32.5% | -7.0% | +11.6% |
| YTD | +20.5% | +28.6% | -8.2% | +8.4% |
| 1Y | +44.5% | +48.4% | -3.8% | +22.5% |
| All | +84.5% | +129.0% | -44.4% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 3y: compounded portfolio wealth divided by compounded BNS 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…
3y analysis · Full analysis span regression · 6 months rolling