+140.2%
NI vs BNS
+188.9%
-48.7%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.3% |
| 7D | 0.0% | -0.4% | +0.4% | +0.2% |
| 30D | -1.4% | +3.5% | -4.8% | -2.8% |
| 3M | -10.6% | +14.1% | -24.6% | -15.4% |
| 6M | -9.3% | +33.8% | -43.1% | -19.6% |
| YTD | +1.1% | +29.5% | -28.3% | -9.2% |
| 1Y | +3.4% | +48.4% | -45.0% | -12.3% |
| 3Y | +67.9% | +129.6% | -61.7% | +17.6% |
| 5Y | +98.0% | +96.1% | +1.9% | +45.9% |
| All | +140.2% | +188.9% | -48.7% | +37.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling