-76.9%
PLTD vs BNS
+76.5%
-153.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | -0.1% |
| 7D | -0.9% | -1.3% | +0.4% | -1.5% |
| 30D | +1.3% | +4.0% | -2.7% | +3.4% |
| 3M | -32.9% | +13.8% | -46.7% | -26.4% |
| 6M | -24.9% | +32.7% | -57.6% | -3.9% |
| YTD | -18.2% | +27.6% | -45.8% | +0.5% |
| 1Y | -28.7% | +47.4% | -76.1% | +4.6% |
| All | -76.9% | +76.5% | -153.4% | -49.8% |
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