+790.9%
NOW vs BNS
+179.9%
+611.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.0% |
| 7D | -4.1% | -1.3% | -2.8% | -3.5% |
| 30D | +2.9% | +4.0% | -1.1% | +0.7% |
| 3M | +22.6% | +13.8% | +8.8% | +14.6% |
| 6M | +7.5% | +32.7% | -25.1% | -7.0% |
| YTD | -14.4% | +27.6% | -42.0% | -24.9% |
| 1Y | -29.8% | +47.4% | -77.2% | -42.9% |
| 3Y | +9.2% | +129.0% | -119.7% | -29.9% |
| 5Y | +0.8% | +92.7% | -91.9% | -29.1% |
| 10Y | +790.9% | +182.1% | +608.8% | +388.8% |
| All | +790.9% | +179.9% | +611.0% | +388.8% |
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