+347.3%
AHR vs BNS
+121.3%
+226.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | -3.0% | -2.2% | -0.9% | -2.4% |
| 30D | +2.6% | +4.5% | -1.9% | +1.1% |
| 3M | +16.0% | +14.9% | +1.1% | +10.2% |
| 6M | +3.1% | +32.5% | -29.4% | -7.6% |
| YTD | +16.0% | +28.6% | -12.6% | +5.0% |
| 1Y | +28.0% | +48.4% | -20.4% | +8.5% |
| All | +347.3% | +121.3% | +226.0% | +213.4% |
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 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