+367.2%
FISV vs BNS
+1,476.3%
-1,109.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.2% |
| 7D | -7.2% | -2.2% | -5.0% | -6.2% |
| 30D | -7.2% | +4.5% | -11.7% | -9.4% |
| 3M | -8.2% | +14.9% | -23.1% | -14.9% |
| 6M | -17.7% | +32.5% | -50.2% | -29.1% |
| YTD | -27.2% | +28.6% | -55.8% | -36.5% |
| 1Y | -63.0% | +48.4% | -111.3% | -69.9% |
| 3Y | -59.8% | +130.8% | -190.6% | -74.2% |
| 5Y | -55.8% | +94.8% | -150.6% | -69.4% |
| 10Y | -2.4% | +184.3% | -186.7% | -45.5% |
| All | +367.2% | +1,476.3% | -1,109.1% | -26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling