-84.2%
OPEN vs BNS
+93.4%
-177.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.0% |
| 7D | -2.9% | -1.3% | -1.6% | -0.9% |
| 30D | -13.8% | +4.0% | -17.8% | -19.9% |
| 3M | -30.9% | +13.8% | -44.7% | -45.0% |
| 6M | -40.9% | +32.7% | -73.6% | -64.0% |
| YTD | -48.5% | +27.6% | -76.1% | -67.0% |
| 1Y | -50.9% | +47.4% | -98.3% | -75.4% |
| 3Y | -20.6% | +129.0% | -149.6% | -80.3% |
| 5Y | -84.2% | +92.7% | -176.9% | -94.3% |
| All | -84.2% | +93.4% | -177.5% | -94.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling