+32,355.3%
AVGO vs BNS
+358.2%
+31,997.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.7% |
| 7D | -0.3% | +1.8% | -2.1% | -1.6% |
| 30D | -13.8% | +4.5% | -18.3% | -16.6% |
| 3M | -6.9% | +15.8% | -22.7% | -15.9% |
| 6M | +11.9% | +31.5% | -19.5% | -7.0% |
| YTD | +6.9% | +28.6% | -21.7% | -10.1% |
| 1Y | +7.4% | +48.2% | -40.8% | -17.8% |
| 3Y | +345.6% | +130.8% | +214.8% | +151.4% |
| 5Y | +718.9% | +94.9% | +624.0% | +413.5% |
| 10Y | +2,755.4% | +179.6% | +2,575.8% | +1,273.9% |
| All | +32,355.3% | +358.2% | +31,997.1% | +11,429.5% |
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 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