-61.1%
FISV vs BNS
+50.5%
-111.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.7% |
| 7D | -0.3% | +1.5% | -1.9% | -0.6% |
| 30D | -2.1% | +6.0% | -8.0% | -3.1% |
| 3M | -5.7% | +16.3% | -22.1% | -10.6% |
| 6M | -15.3% | +27.3% | -42.6% | -24.1% |
| YTD | -21.1% | +28.5% | -49.6% | -30.2% |
| 1Y | -61.1% | +49.0% | -110.1% | -71.2% |
| All | -61.1% | +50.5% | -111.6% | -71.2% |
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 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