+145.4%
ASX vs BNS
+40.7%
+104.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | +12.4% | +0.9% | +11.5% | +11.5% |
| 30D | -19.8% | +2.8% | -22.6% | -19.8% |
| 3M | -10.3% | +3.0% | -13.3% | -10.5% |
| 6M | +1.2% | +23.3% | -22.0% | -13.8% |
| YTD | +123.0% | +29.3% | +93.7% | +80.3% |
| 1Y | +145.4% | +41.7% | +103.8% | +83.4% |
| All | +145.4% | +40.7% | +104.8% | +83.4% |
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 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