+11.8%
NOW vs BNS
+130.3%
-118.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.0% | -3.9% | -4.8% |
| 7D | -6.1% | +1.8% | -7.9% | -6.3% |
| 30D | +7.5% | +4.5% | +3.0% | +6.6% |
| 3M | +17.5% | +15.8% | +1.7% | +13.6% |
| 6M | +7.9% | +31.5% | -23.5% | +0.5% |
| YTD | -12.4% | +28.6% | -41.0% | -18.3% |
| 1Y | -28.6% | +48.2% | -76.8% | -37.2% |
| 3Y | +11.8% | +130.8% | -119.0% | -17.6% |
| All | +11.8% | +130.3% | -118.5% | -17.6% |
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