+493.8%
AVAV vs BNS
+179.9%
+314.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.8% | -4.6% | -4.9% |
| 7D | -3.2% | -1.3% | -1.9% | -2.4% |
| 30D | -25.6% | +4.0% | -29.6% | -27.4% |
| 3M | -20.2% | +13.8% | -34.0% | -26.7% |
| 6M | -38.1% | +32.7% | -70.7% | -48.1% |
| YTD | -41.8% | +27.6% | -69.4% | -50.2% |
| 1Y | -39.0% | +47.4% | -86.4% | -52.2% |
| 3Y | +24.1% | +129.0% | -104.9% | -26.7% |
| 5Y | +53.0% | +92.7% | -39.7% | -0.9% |
| 10Y | +493.8% | +182.1% | +311.8% | +230.5% |
| All | +493.8% | +179.9% | +314.0% | +230.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling