+48.4%
BNS vs FIGR
-3.1%
+51.5%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.6% | +5.3% | +0.8% |
| 7D | -0.4% | -3.0% | +2.6% | -0.3% |
| 30D | +3.5% | +13.7% | -10.2% | +3.0% |
| 3M | +14.1% | +23.9% | -9.8% | +13.0% |
| 6M | +33.8% | -8.4% | +42.2% | +33.4% |
| YTD | +29.5% | -14.6% | +44.1% | +27.9% |
| 1Y | +48.4% | +12.1% | +36.3% | +45.6% |
| All | +48.4% | -3.1% | +51.5% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 5y: compounded portfolio wealth divided by compounded FIGR 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…
5y analysis · Full analysis span regression · 6 months rolling