+4,691.1%
ASX vs BNS
+1,492.9%
+3,198.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.9% |
| 7D | -0.7% | +1.5% | -2.3% | -1.7% |
| 30D | +2.0% | +6.0% | -4.0% | -1.9% |
| 3M | -1.3% | +16.3% | -17.7% | -10.3% |
| 6M | +71.4% | +28.8% | +42.7% | +46.2% |
| YTD | +135.3% | +30.0% | +105.4% | +99.5% |
| 1Y | +267.5% | +50.7% | +216.8% | +183.6% |
| 3Y | +388.5% | +125.4% | +263.1% | +190.5% |
| 5Y | +417.1% | +94.2% | +322.9% | +237.8% |
| 10Y | +872.7% | +182.8% | +689.9% | +392.8% |
| All | +4,691.1% | +1,492.9% | +3,198.2% | +480.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling