+1,469.0%
BNS vs PFG
+677.3%
+791.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.6% |
| 7D | +1.8% | +6.0% | -4.2% | -0.2% |
| 30D | +4.5% | +2.2% | +2.3% | +3.7% |
| 3M | +15.8% | +10.4% | +5.4% | +11.8% |
| 6M | +31.5% | +27.8% | +3.7% | +20.8% |
| YTD | +28.6% | +33.6% | -5.0% | +16.2% |
| 1Y | +48.2% | +49.3% | -1.1% | +28.7% |
| 3Y | +130.8% | +69.7% | +61.1% | +89.3% |
| 5Y | +94.9% | +111.3% | -16.5% | +46.5% |
| 10Y | +179.6% | +240.3% | -60.7% | +72.0% |
| All | +1,469.0% | +677.3% | +791.7% | +476.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded PFG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling