+1,532.2%
HAS vs BNS
+1,487.3%
+44.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.7% |
| 7D | +1.6% | +1.0% | +0.7% | +1.2% |
| 30D | +26.6% | +2.7% | +23.9% | +25.1% |
| 3M | +29.0% | +3.5% | +25.5% | +26.6% |
| 6M | +30.6% | +22.1% | +8.5% | +18.3% |
| YTD | +51.5% | +29.5% | +22.0% | +33.5% |
| 1Y | +58.5% | +40.7% | +17.8% | +34.1% |
| 3Y | +214.1% | +148.6% | +65.5% | +102.3% |
| 5Y | +50.2% | +79.6% | -29.4% | +11.7% |
| 10Y | +100.0% | +188.9% | -88.8% | +17.8% |
| All | +1,532.2% | +1,487.3% | +44.9% | +367.9% |
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