+2.1%
AVTR vs BNS
+158.3%
-156.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -0.8% |
| 7D | -1.1% | -0.4% | -0.7% | -0.9% |
| 30D | +6.3% | +3.5% | +2.9% | +4.0% |
| 3M | +53.3% | +14.1% | +39.2% | +41.0% |
| 6M | +78.6% | +33.8% | +44.9% | +49.5% |
| YTD | +29.2% | +29.5% | -0.2% | +10.0% |
| 1Y | +13.8% | +48.4% | -34.6% | -10.7% |
| 3Y | -27.4% | +129.6% | -157.0% | -56.6% |
| 5Y | -65.0% | +96.1% | -161.1% | -77.4% |
| All | +2.1% | +158.3% | -156.1% | -39.7% |
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