+521.8%
NOW vs BNS
+188.9%
+332.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.4% | +2.8% |
| 7D | -5.6% | -3.2% | -2.3% | -4.1% |
| 30D | -26.8% | +5.1% | -31.9% | -28.4% |
| 3M | -19.4% | +6.0% | -25.4% | -21.9% |
| 6M | +12.3% | +23.4% | -11.0% | +0.9% |
| YTD | -32.9% | +30.4% | -63.3% | -41.8% |
| 1Y | -40.3% | +44.0% | -84.3% | -50.7% |
| 3Y | -19.1% | +150.3% | -169.4% | -50.0% |
| 5Y | -24.4% | +83.0% | -107.4% | -45.5% |
| 10Y | +521.8% | +190.9% | +330.9% | +276.1% |
| All | +521.8% | +188.9% | +332.9% | +276.1% |
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