+983.1%
GEN vs BNS
+1,485.2%
-502.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +2.0% | +0.9% | +1.1% | +1.6% |
| 30D | +27.7% | +2.8% | +25.0% | +26.2% |
| 3M | +3.3% | +3.0% | +0.3% | +1.7% |
| 6M | +31.8% | +23.3% | +8.5% | +19.9% |
| YTD | +13.5% | +29.3% | -15.8% | +0.8% |
| 1Y | +16.0% | +41.7% | -25.6% | -1.0% |
| 3Y | +70.6% | +147.7% | -77.2% | +13.8% |
| 5Y | +32.1% | +79.4% | -47.3% | +0.1% |
| 10Y | +153.4% | +188.5% | -35.1% | +49.1% |
| All | +983.1% | +1,485.2% | -502.1% | +151.3% |
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