-57.6%
FISV vs BNS
+130.5%
-188.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.8% | +5.2% |
| 7D | -2.7% | -0.4% | -2.3% | -2.5% |
| 30D | 0.0% | +3.5% | -3.4% | -0.9% |
| 3M | -2.8% | +14.1% | -16.9% | -7.2% |
| 6M | -11.8% | +33.8% | -45.6% | -20.9% |
| YTD | -23.2% | +29.5% | -52.7% | -30.4% |
| 1Y | -62.0% | +48.4% | -110.4% | -67.3% |
| 3Y | -57.6% | +129.6% | -187.2% | -69.0% |
| All | -57.6% | +130.5% | -188.1% | -69.0% |
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