-49.7%
INTU vs BNS
+50.5%
-100.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.2% | -3.9% |
| 7D | -7.1% | +1.5% | -8.6% | -6.4% |
| 30D | +1.5% | +6.0% | -4.5% | +4.3% |
| 3M | +10.7% | +16.3% | -5.7% | +17.9% |
| 6M | -23.8% | +27.3% | -51.2% | -17.3% |
| YTD | -49.3% | +28.5% | -77.8% | -45.1% |
| 1Y | -49.7% | +49.0% | -98.7% | -48.6% |
| All | -49.7% | +50.5% | -100.1% | -48.6% |
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