+7.4%
EQT vs BNS
+49.3%
-42.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.5% |
| 7D | -2.0% | -0.4% | -1.6% | -2.1% |
| 30D | 0.0% | +3.5% | -3.4% | +0.5% |
| 3M | +5.9% | +14.1% | -8.1% | +8.9% |
| 6M | -14.8% | +33.8% | -48.6% | -9.6% |
| YTD | +1.8% | +29.5% | -27.7% | +7.2% |
| 1Y | +7.4% | +48.4% | -41.1% | +10.2% |
| All | +7.4% | +49.3% | -42.0% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 2025-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded BNS 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling