-94.7%
OPEN vs BNS
+78.5%
-173.3%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.4% |
| 7D | -15.0% | +0.9% | -15.9% | -16.1% |
| 30D | -40.2% | +2.8% | -43.0% | -42.3% |
| 3M | -67.4% | +3.0% | -70.4% | -69.0% |
| 6M | -74.0% | +23.3% | -97.3% | -82.0% |
| YTD | -79.6% | +29.3% | -108.9% | -87.2% |
| 1Y | -86.1% | +41.7% | -127.8% | -92.6% |
| 3Y | -41.4% | +147.7% | -189.1% | -87.6% |
| All | -94.7% | +78.5% | -173.3% | -98.1% |
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