+12.6%
HAS vs BNS
+94.5%
-81.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -1.9% |
| 7D | -3.1% | +1.8% | -4.9% | -4.0% |
| 30D | -2.7% | +4.5% | -7.2% | -5.2% |
| 3M | +8.9% | +15.8% | -6.9% | +0.3% |
| 6M | -2.9% | +31.5% | -34.4% | -16.8% |
| YTD | +12.6% | +28.6% | -16.0% | -2.4% |
| 1Y | +17.5% | +48.2% | -30.7% | -6.2% |
| 3Y | +46.2% | +130.8% | -84.6% | -10.3% |
| 5Y | +12.6% | +94.9% | -82.3% | -24.1% |
| All | +12.6% | +94.5% | -81.9% | -24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling