+458.1%
HBM vs BNS
+130.5%
+327.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.1% | -1.2% |
| 7D | -3.3% | -0.4% | -2.9% | -3.0% |
| 30D | -4.8% | +3.5% | -8.3% | -8.6% |
| 3M | -0.4% | +14.1% | -14.5% | -14.2% |
| 6M | +17.9% | +33.8% | -15.9% | -13.9% |
| YTD | +33.7% | +29.5% | +4.3% | +1.1% |
| 1Y | +95.6% | +48.4% | +47.2% | +28.4% |
| 3Y | +458.1% | +129.6% | +328.5% | +140.5% |
| All | +458.1% | +130.5% | +327.6% | +140.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling