+185.0%
BNS vs DAR
+375.1%
-190.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.2% |
| 7D | -2.2% | +0.9% | -3.1% | -2.4% |
| 30D | +4.5% | +6.4% | -2.0% | +2.7% |
| 3M | +14.9% | +13.2% | +1.6% | +10.7% |
| 6M | +32.5% | +26.2% | +6.3% | +23.6% |
| YTD | +28.6% | +84.4% | -55.8% | +8.6% |
| 1Y | +48.4% | +112.0% | -63.7% | +19.8% |
| 3Y | +130.8% | +13.4% | +117.4% | +113.5% |
| 5Y | +94.8% | -6.0% | +100.8% | +83.3% |
| All | +185.0% | +375.1% | -190.1% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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