-54.6%
PODD vs BNS
+92.5%
-147.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.7% |
| 7D | -10.6% | -2.2% | -8.4% | -9.6% |
| 30D | -6.9% | +4.5% | -11.4% | -9.1% |
| 3M | -10.6% | +14.9% | -25.5% | -17.3% |
| 6M | -43.5% | +32.5% | -75.9% | -51.6% |
| YTD | -52.6% | +28.6% | -81.2% | -59.0% |
| 1Y | -60.1% | +48.4% | -108.5% | -68.2% |
| 3Y | -21.7% | +130.8% | -152.5% | -53.0% |
| 5Y | -54.6% | +94.8% | -149.4% | -68.1% |
| All | -54.6% | +92.5% | -147.1% | -68.1% |
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