+98,433.6%
AAPL vs BNS
+1,463.9%
+96,969.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.1% |
| 7D | -3.0% | -1.3% | -1.7% | -2.3% |
| 30D | +2.3% | +4.0% | -1.7% | -0.1% |
| 3M | +8.6% | +13.8% | -5.2% | +1.0% |
| 6M | +21.6% | +32.7% | -11.1% | +4.2% |
| YTD | +16.3% | +27.6% | -11.3% | +1.7% |
| 1Y | +35.1% | +47.4% | -12.3% | +9.3% |
| 3Y | +79.4% | +129.0% | -49.6% | +13.9% |
| 5Y | +109.8% | +92.7% | +17.1% | +45.3% |
| 10Y | +1,237.1% | +182.1% | +1,055.0% | +635.6% |
| All | +98,433.6% | +1,463.9% | +96,969.7% | +22,305.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling