+129.6%
BNS vs XPO
+151.0%
-21.4%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | -0.4% | -5.7% | +5.3% | +0.2% |
| 30D | +3.5% | -12.8% | +16.3% | +5.0% |
| 3M | +14.1% | -20.0% | +34.0% | +16.7% |
| 6M | +33.8% | -6.0% | +39.8% | +34.2% |
| YTD | +29.5% | +34.0% | -4.6% | +25.0% |
| 1Y | +48.4% | +35.6% | +12.9% | +42.7% |
| 3Y | +129.6% | +152.3% | -22.7% | +97.8% |
| All | +129.6% | +151.0% | -21.4% | +97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 3y: compounded portfolio wealth divided by compounded XPO 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…
3y analysis · Full analysis span regression · 6 months rolling