+36.2%
HST vs BNS
+48.3%
-12.1%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.1% |
| 7D | +0.7% | -2.2% | +2.9% | +1.7% |
| 30D | -0.7% | +4.5% | -5.2% | -2.7% |
| 3M | -4.0% | +14.9% | -18.9% | -11.4% |
| 6M | +20.7% | +32.5% | -11.8% | +1.4% |
| YTD | +31.0% | +28.6% | +2.4% | +12.0% |
| 1Y | +36.2% | +48.4% | -12.1% | +5.0% |
| All | +36.2% | +48.3% | -12.1% | +5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling