+25.6%
HAL vs BNS
+52.0%
-26.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.0% | -6.1% | -3.0% |
| 7D | -7.7% | +2.0% | -9.7% | -7.6% |
| 30D | +0.7% | +7.8% | -7.1% | +0.9% |
| 3M | +2.5% | +11.7% | -9.2% | +2.9% |
| 6M | -20.7% | +28.2% | -48.9% | -21.4% |
| YTD | +18.4% | +34.8% | -16.4% | +15.7% |
| 1Y | +25.6% | +51.1% | -25.5% | +21.8% |
| All | +25.6% | +52.0% | -26.4% | +21.8% |
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