+195.2%
BAH vs BNS
+187.6%
+7.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | +1.7% | +0.9% | +0.8% | +1.5% |
| 30D | +20.8% | +2.8% | +18.0% | +19.8% |
| 3M | +11.6% | +3.0% | +8.6% | +10.3% |
| 6M | +23.1% | +23.3% | -0.2% | +15.4% |
| YTD | +5.3% | +29.3% | -24.1% | -2.9% |
| 1Y | +6.1% | +41.7% | -35.5% | -4.8% |
| 3Y | -27.5% | +147.7% | -175.2% | -45.8% |
| 5Y | +6.2% | +79.4% | -73.2% | -13.1% |
| All | +195.2% | +187.6% | +7.6% | +102.2% |
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