+17.8%
AVGO vs BNS
+50.5%
-32.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | -3.0% | +1.5% | -4.5% | -3.7% |
| 30D | -14.4% | +6.0% | -20.4% | -16.7% |
| 3M | -14.4% | +16.3% | -30.8% | -21.1% |
| 6M | +13.1% | +27.3% | -14.2% | -3.3% |
| YTD | +3.8% | +28.5% | -24.7% | -11.4% |
| 1Y | +17.8% | +49.0% | -31.2% | -4.1% |
| All | +17.8% | +50.5% | -32.7% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling