+213.5%
PAAS vs BNS
+188.9%
+24.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.9% |
| 7D | -1.9% | -0.4% | -1.6% | -1.8% |
| 30D | -3.6% | +3.5% | -7.0% | -5.2% |
| 3M | +8.6% | +14.1% | -5.5% | +2.1% |
| 6M | -16.7% | +33.8% | -50.5% | -26.8% |
| YTD | -1.9% | +29.5% | -31.4% | -12.4% |
| 1Y | +38.0% | +48.4% | -10.4% | +16.5% |
| 3Y | +234.9% | +129.6% | +105.3% | +137.1% |
| 5Y | +119.5% | +96.1% | +23.4% | +62.9% |
| All | +213.5% | +188.9% | +24.6% | +67.6% |
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