+26.2%
MAR vs BNS
+52.2%
-26.0%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.6% |
| 7D | -4.2% | +1.5% | -5.7% | -4.7% |
| 30D | -6.7% | +6.0% | -12.6% | -8.6% |
| 3M | -12.5% | +16.3% | -28.8% | -18.4% |
| 6M | +0.6% | +28.8% | -28.2% | -12.1% |
| YTD | +9.1% | +30.0% | -20.9% | -5.0% |
| 1Y | +26.2% | +50.7% | -24.5% | -1.5% |
| All | +26.2% | +52.2% | -26.0% | -1.5% |
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 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