+992.0%
GEN vs BNS
+1,492.9%
-500.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.7% |
| 7D | -1.2% | +1.5% | -2.7% | -1.8% |
| 30D | +10.1% | +6.0% | +4.2% | +7.3% |
| 3M | +16.1% | +16.3% | -0.3% | +8.4% |
| 6M | +38.9% | +28.8% | +10.1% | +23.8% |
| YTD | +14.4% | +30.0% | -15.5% | +1.5% |
| 1Y | +5.9% | +50.7% | -44.8% | -12.1% |
| 3Y | +58.8% | +125.4% | -66.6% | +10.1% |
| 5Y | +24.7% | +94.2% | -69.6% | -8.7% |
| 10Y | +163.1% | +182.8% | -19.8% | +56.3% |
| All | +992.0% | +1,492.9% | -500.9% | +153.0% |
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 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