+155.0%
ASX vs BNS
+42.8%
+112.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.7% | +5.9% | +5.8% |
| 7D | +0.8% | -3.2% | +4.1% | +5.4% |
| 30D | -20.4% | +5.1% | -25.5% | -22.1% |
| 3M | -2.1% | +6.0% | -8.1% | -5.1% |
| 6M | +8.2% | +23.4% | -15.1% | -8.1% |
| YTD | +137.3% | +30.4% | +106.8% | +90.0% |
| 1Y | +155.0% | +44.0% | +111.0% | +89.0% |
| All | +155.0% | +42.8% | +112.2% | +89.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling