+479.4%
ASX vs BNS
+93.4%
+386.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +4.1% |
| 7D | +11.1% | -1.3% | +12.4% | +12.1% |
| 30D | +9.6% | +4.0% | +5.6% | +6.0% |
| 3M | +18.6% | +13.8% | +4.8% | +7.2% |
| 6M | +92.1% | +32.7% | +59.5% | +54.6% |
| YTD | +158.5% | +27.6% | +130.9% | +114.1% |
| 1Y | +271.9% | +47.4% | +224.5% | +176.0% |
| 3Y | +465.2% | +129.0% | +336.3% | +195.8% |
| 5Y | +479.4% | +92.7% | +386.7% | +257.3% |
| All | +479.4% | +93.4% | +386.1% | +257.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling