+6.9%
EQX vs BNS
+44.2%
-37.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.8% | +4.8% | +4.8% |
| 7D | +10.8% | -3.8% | +14.6% | +15.0% |
| 30D | -0.9% | +1.7% | -2.6% | -2.4% |
| 3M | +9.5% | +4.6% | +5.0% | +4.6% |
| 6M | -16.8% | +21.9% | -38.7% | -35.3% |
| YTD | -19.3% | +28.3% | -47.6% | -42.2% |
| 1Y | +6.9% | +44.3% | -37.4% | -30.1% |
| All | +6.9% | +44.2% | -37.4% | -30.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling