+1,566.3%
HAS vs BNS
+1,498.6%
+67.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.5% |
| 7D | +2.0% | -3.2% | +5.2% | +3.5% |
| 30D | +30.9% | +5.1% | +25.8% | +28.0% |
| 3M | +28.8% | +6.0% | +22.8% | +25.0% |
| 6M | +32.3% | +23.4% | +9.0% | +19.3% |
| YTD | +54.7% | +30.4% | +24.3% | +35.8% |
| 1Y | +63.2% | +44.0% | +19.3% | +36.6% |
| 3Y | +220.7% | +150.3% | +70.3% | +105.9% |
| 5Y | +53.3% | +83.0% | -29.7% | +13.0% |
| 10Y | +104.2% | +190.9% | -86.7% | +19.9% |
| All | +1,566.3% | +1,498.6% | +67.7% | +376.1% |
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 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