+51.1%
BNS vs URA
-32.2%
+83.2%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.1% | +4.0% | +3.1% |
| 7D | +2.0% | -10.5% | +12.5% | +3.8% |
| 30D | +7.8% | -18.6% | +26.4% | +11.3% |
| 3M | +11.7% | -23.0% | +34.7% | +16.2% |
| 6M | +28.2% | -40.3% | +68.5% | +37.8% |
| YTD | +34.8% | -23.5% | +58.2% | +40.2% |
| 1Y | +51.1% | -31.1% | +82.2% | +58.5% |
| All | +51.1% | -32.2% | +83.2% | +58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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