+70.8%
NVT vs BNS
+49.3%
+21.5%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.7% | +4.0% | +4.2% |
| 7D | +4.1% | -0.4% | +4.5% | +4.4% |
| 30D | -5.1% | +3.5% | -8.6% | -7.3% |
| 3M | -1.2% | +14.1% | -15.2% | -11.3% |
| 6M | +46.6% | +33.8% | +12.8% | +13.2% |
| YTD | +60.0% | +29.5% | +30.5% | +27.0% |
| 1Y | +70.8% | +48.4% | +22.4% | +27.6% |
| All | +70.8% | +49.3% | +21.5% | +27.6% |
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 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