+40.6%
NVDL vs BNS
+52.2%
-11.6%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.9% |
| 7D | +11.7% | +1.5% | +10.1% | +9.9% |
| 30D | +7.8% | +6.0% | +1.9% | +1.4% |
| 3M | +3.3% | +16.3% | -13.0% | -11.8% |
| 6M | +38.9% | +28.8% | +10.1% | +1.9% |
| YTD | +28.5% | +30.0% | -1.5% | -5.9% |
| 1Y | +40.6% | +50.7% | -10.1% | +3.2% |
| All | +40.6% | +52.2% | -11.6% | +3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling