+16.8%
HAS vs BNS
+46.9%
-30.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.2% |
| 7D | -4.8% | -1.3% | -3.6% | -4.4% |
| 30D | -5.1% | +4.0% | -9.1% | -6.4% |
| 3M | +6.4% | +13.8% | -7.4% | +1.6% |
| 6M | -5.6% | +32.7% | -38.3% | -15.4% |
| YTD | +11.0% | +27.6% | -16.6% | +1.3% |
| 1Y | +16.8% | +47.4% | -30.6% | +4.7% |
| All | +16.8% | +46.9% | -30.1% | +4.7% |
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