+1,008.4%
ASX vs BNS
+188.0%
+820.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.5% |
| 7D | +22.1% | +1.0% | +21.1% | +21.4% |
| 30D | -23.8% | +2.7% | -26.5% | -24.5% |
| 3M | -7.6% | +3.5% | -11.1% | -9.2% |
| 6M | +6.9% | +22.1% | -15.1% | -6.2% |
| YTD | +127.7% | +29.5% | +98.2% | +91.6% |
| 1Y | +144.5% | +40.7% | +103.8% | +94.4% |
| 3Y | +377.8% | +148.6% | +229.2% | +153.7% |
| 5Y | +498.2% | +79.6% | +418.6% | +295.9% |
| All | +1,008.4% | +188.0% | +820.4% | +434.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling