-52.2%
OPEN vs BNS
+48.3%
-100.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.8% | -7.5% | -7.4% |
| 7D | -10.5% | -2.2% | -8.4% | -8.6% |
| 30D | -21.8% | +4.5% | -26.3% | -25.4% |
| 3M | -37.5% | +14.9% | -52.4% | -46.4% |
| 6M | -44.1% | +32.5% | -76.6% | -60.0% |
| YTD | -52.0% | +28.6% | -80.6% | -65.2% |
| 1Y | -52.2% | +48.4% | -100.6% | -79.2% |
| All | -52.2% | +48.3% | -100.5% | -79.2% |
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