-41.5%
INTU vs BNS
+127.2%
-168.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.5% |
| 7D | -8.5% | -1.3% | -7.2% | -8.3% |
| 30D | -6.1% | +4.0% | -10.1% | -6.7% |
| 3M | +7.3% | +13.8% | -6.5% | +4.4% |
| 6M | -33.2% | +32.7% | -65.9% | -38.2% |
| YTD | -52.2% | +27.6% | -79.8% | -55.3% |
| 1Y | -52.7% | +47.4% | -100.1% | -58.5% |
| All | -41.5% | +127.2% | -168.7% | -58.4% |
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