+438.6%
PWR vs BNS
+92.5%
+346.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.8% |
| 7D | -0.2% | -2.2% | +2.0% | +1.1% |
| 30D | -7.7% | +4.5% | -12.2% | -10.5% |
| 3M | -4.9% | +14.9% | -19.8% | -13.2% |
| 6M | +9.7% | +32.5% | -22.7% | -8.2% |
| YTD | +46.7% | +28.6% | +18.1% | +24.8% |
| 1Y | +58.7% | +48.4% | +10.4% | +23.7% |
| 3Y | +200.7% | +130.8% | +69.9% | +76.5% |
| 5Y | +438.6% | +94.8% | +343.8% | +228.6% |
| All | +438.6% | +92.5% | +346.0% | +228.6% |
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 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