+96.2%
BNS vs SUI
-32.0%
+128.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.1% |
| 7D | +1.5% | -2.8% | +4.4% | +2.4% |
| 30D | +6.0% | -1.2% | +7.1% | +6.3% |
| 3M | +16.3% | -1.7% | +18.1% | +16.6% |
| 6M | +28.8% | -10.5% | +39.2% | +32.6% |
| YTD | +30.0% | -1.8% | +31.8% | +30.1% |
| 1Y | +50.7% | -4.1% | +54.8% | +51.7% |
| 3Y | +125.4% | +11.3% | +114.1% | +112.0% |
| All | +96.2% | -32.0% | +128.1% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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