+1,143.2%
HAS vs BNS
+1,492.9%
-349.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | -1.8% | +1.5% | -3.4% | -2.5% |
| 30D | +2.3% | +6.0% | -3.7% | -0.7% |
| 3M | +10.4% | +16.3% | -6.0% | +2.5% |
| 6M | -3.2% | +28.8% | -32.0% | -14.5% |
| YTD | +15.4% | +30.0% | -14.6% | +1.5% |
| 1Y | +18.8% | +50.7% | -31.9% | -2.7% |
| 3Y | +43.9% | +125.4% | -81.4% | -3.1% |
| 5Y | +13.9% | +94.2% | -80.3% | -18.3% |
| 10Y | +56.4% | +182.8% | -126.4% | -7.1% |
| All | +1,143.2% | +1,492.9% | -349.7% | +255.9% |
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