+47.7%
HAS vs BNS
+78.5%
-30.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | +1.4% | +0.9% | +0.5% | +0.9% |
| 30D | +26.3% | +2.8% | +23.5% | +24.5% |
| 3M | +25.6% | +3.0% | +22.6% | +23.3% |
| 6M | +30.3% | +23.3% | +7.0% | +15.5% |
| YTD | +50.4% | +29.3% | +21.0% | +29.7% |
| 1Y | +57.7% | +41.7% | +16.0% | +29.1% |
| 3Y | +213.4% | +147.7% | +65.6% | +83.8% |
| All | +47.7% | +78.5% | -30.8% | +6.3% |
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 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