-74.2%
OPEN vs BNS
+202.7%
-276.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.0% | -1.3% |
| 7D | -11.4% | -0.4% | -11.0% | -11.0% |
| 30D | -20.1% | +3.5% | -23.5% | -24.2% |
| 3M | -37.6% | +14.1% | -51.6% | -48.7% |
| 6M | -47.1% | +33.8% | -80.8% | -65.5% |
| YTD | -52.1% | +29.5% | -81.6% | -67.7% |
| 1Y | -73.5% | +48.4% | -121.9% | -85.3% |
| 3Y | -24.4% | +129.6% | -154.0% | -76.1% |
| 5Y | -85.1% | +96.1% | -181.2% | -94.0% |
| All | -74.2% | +202.7% | -276.9% | -89.6% |
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 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