+1,643.0%
ADI vs BNS
+1,476.3%
+166.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.9% |
| 7D | +2.4% | +1.8% | +0.6% | +1.4% |
| 30D | -6.6% | +4.5% | -11.1% | -9.1% |
| 3M | -9.8% | +15.8% | -25.6% | -17.3% |
| 6M | +15.7% | +31.5% | -15.8% | -1.4% |
| YTD | +35.1% | +28.6% | +6.5% | +16.4% |
| 1Y | +47.7% | +48.2% | -0.5% | +17.4% |
| 3Y | +114.5% | +130.8% | -16.3% | +31.4% |
| 5Y | +141.2% | +94.9% | +46.3% | +62.2% |
| 10Y | +611.3% | +179.6% | +431.8% | +284.3% |
| All | +1,643.0% | +1,476.3% | +166.7% | +108.9% |
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