+445.9%
ASX vs BNS
+130.3%
+315.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.8% |
| 7D | +6.3% | +1.8% | +4.5% | +4.8% |
| 30D | +6.4% | +4.5% | +1.9% | +2.9% |
| 3M | +13.1% | +15.8% | -2.6% | +2.0% |
| 6M | +90.3% | +31.5% | +58.8% | +57.2% |
| YTD | +149.6% | +28.6% | +121.0% | +109.3% |
| 1Y | +249.2% | +48.2% | +201.0% | +167.1% |
| 3Y | +445.9% | +130.8% | +315.1% | +214.3% |
| All | +445.9% | +130.3% | +315.6% | +214.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling