+144.5%
ETR vs BNS
+129.0%
+15.5%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.5% |
| 7D | -1.9% | -2.2% | +0.3% | -1.4% |
| 30D | -0.2% | +4.5% | -4.7% | -1.3% |
| 3M | -3.7% | +14.9% | -18.6% | -7.1% |
| 6M | +2.1% | +32.5% | -30.4% | -5.1% |
| YTD | +16.5% | +28.6% | -12.1% | +8.9% |
| 1Y | +22.5% | +48.4% | -25.8% | +9.9% |
| All | +144.5% | +129.0% | +15.5% | +89.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling