+695.6%
AVGO vs BNS
+92.5%
+603.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.5% |
| 7D | +1.0% | -2.2% | +3.2% | +2.4% |
| 30D | -13.3% | +4.5% | -17.8% | -15.9% |
| 3M | -2.9% | +14.9% | -17.8% | -11.5% |
| 6M | +5.7% | +32.5% | -26.8% | -12.2% |
| YTD | +4.6% | +28.6% | -24.0% | -11.7% |
| 1Y | -1.6% | +48.4% | -50.0% | -24.3% |
| 3Y | +336.2% | +130.8% | +205.4% | +148.1% |
| 5Y | +695.6% | +94.8% | +600.8% | +417.9% |
| All | +695.6% | +92.5% | +603.1% | +417.9% |
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