+66.2%
PWR vs BNS
+50.5%
+15.7%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.4% |
| 7D | +3.6% | +1.5% | +2.1% | +2.6% |
| 30D | -8.6% | +6.0% | -14.5% | -11.9% |
| 3M | -13.2% | +16.3% | -29.5% | -22.3% |
| 6M | +9.9% | +27.3% | -17.4% | -8.4% |
| YTD | +48.0% | +28.5% | +19.5% | +23.0% |
| 1Y | +66.2% | +49.0% | +17.2% | +35.3% |
| All | +66.2% | +50.5% | +15.7% | +35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling