+430.5%
AVAV vs BNS
+436.9%
-6.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +1.8% | +10.8% | +11.7% |
| 7D | +3.2% | -0.8% | +3.9% | +3.6% |
| 30D | -7.4% | +5.5% | -12.9% | -9.7% |
| 3M | -32.0% | +6.0% | -38.0% | -33.9% |
| 6M | -24.6% | +22.6% | -47.2% | -31.8% |
| YTD | -47.5% | +30.5% | -78.0% | -54.0% |
| 1Y | -61.5% | +44.1% | -105.6% | -67.8% |
| 3Y | +5.5% | +150.8% | -145.3% | -32.6% |
| 5Y | +35.7% | +80.7% | -44.9% | +0.3% |
| 10Y | +379.1% | +185.2% | +193.9% | +184.4% |
| All | +430.5% | +436.9% | -6.4% | +171.6% |
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