+469.4%
ASX vs BNS
+81.6%
+387.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.8% | +6.8% | +7.2% |
| 7D | -12.3% | -0.8% | -11.5% | -11.0% |
| 30D | -26.0% | +5.5% | -31.5% | -28.2% |
| 3M | -8.1% | +6.0% | -14.1% | -11.5% |
| 6M | +1.4% | +22.6% | -21.2% | -12.6% |
| YTD | +115.6% | +30.5% | +85.1% | +77.1% |
| 1Y | +128.0% | +44.1% | +83.9% | +73.8% |
| 3Y | +371.4% | +150.8% | +220.6% | +130.5% |
| 5Y | +469.4% | +80.7% | +388.7% | +269.8% |
| All | +469.4% | +81.6% | +387.8% | +269.8% |
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