+1,007.5%
ASX vs BNS
+188.9%
+818.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.7% | +5.9% | +6.1% |
| 7D | +0.8% | -3.2% | +4.1% | +4.1% |
| 30D | -20.4% | +5.1% | -25.5% | -22.5% |
| 3M | -2.1% | +6.0% | -8.1% | -5.5% |
| 6M | +8.2% | +23.4% | -15.1% | -5.9% |
| YTD | +137.3% | +30.4% | +106.8% | +98.6% |
| 1Y | +155.0% | +44.0% | +111.0% | +99.4% |
| 3Y | +397.9% | +150.3% | +247.6% | +162.7% |
| 5Y | +529.2% | +83.0% | +446.2% | +310.8% |
| 10Y | +1,007.5% | +190.9% | +816.6% | +402.9% |
| All | +1,007.5% | +188.9% | +818.6% | +402.9% |
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 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