+360.5%
BE vs BNS
+50.5%
+310.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.5% | +9.2% |
| 7D | +20.0% | +1.5% | +18.4% | +17.0% |
| 30D | +7.9% | +6.0% | +2.0% | -1.4% |
| 3M | -13.2% | +16.3% | -29.6% | -30.8% |
| 6M | +53.5% | +27.3% | +26.1% | +5.9% |
| YTD | +191.0% | +28.5% | +162.5% | +95.0% |
| 1Y | +360.5% | +49.0% | +311.5% | +150.1% |
| All | +360.5% | +50.5% | +310.0% | +150.1% |
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