+98.1%
NU vs BNS
+130.5%
-32.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.7% | -3.3% | -3.1% |
| 7D | -4.9% | -0.4% | -4.5% | -4.6% |
| 30D | +7.8% | +3.5% | +4.4% | +5.3% |
| 3M | +20.9% | +14.1% | +6.9% | +10.1% |
| 6M | +0.9% | +33.8% | -32.9% | -17.9% |
| YTD | -12.7% | +29.5% | -42.1% | -27.3% |
| 1Y | -6.4% | +48.4% | -54.8% | -28.8% |
| 3Y | +98.1% | +129.6% | -31.5% | +16.0% |
| All | +98.1% | +130.5% | -32.4% | +16.0% |
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