+343.3%
AHR vs BNS
+122.7%
+220.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.5% | -1.1% |
| 7D | -2.1% | -0.4% | -1.7% | -2.0% |
| 30D | +1.9% | +3.5% | -1.6% | +0.7% |
| 3M | +15.7% | +14.1% | +1.6% | +10.2% |
| 6M | +2.5% | +33.8% | -31.3% | -8.4% |
| YTD | +15.0% | +29.5% | -14.4% | +3.8% |
| 1Y | +28.1% | +48.4% | -20.3% | +8.7% |
| All | +343.3% | +122.7% | +220.6% | +210.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling