+5,011.6%
PWR vs BNS
+1,476.3%
+3,535.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.4% | +3.1% |
| 7D | +4.5% | +1.8% | +2.7% | +3.0% |
| 30D | -4.9% | +4.5% | -9.4% | -8.5% |
| 3M | -7.9% | +15.8% | -23.7% | -18.0% |
| 6M | +18.3% | +31.5% | -13.1% | -4.3% |
| YTD | +51.5% | +28.6% | +22.9% | +24.4% |
| 1Y | +70.3% | +48.2% | +22.1% | +25.4% |
| 3Y | +210.6% | +130.8% | +79.8% | +61.8% |
| 5Y | +456.7% | +94.9% | +361.8% | +221.6% |
| 10Y | +2,396.1% | +179.6% | +2,216.5% | +967.1% |
| All | +5,011.6% | +1,476.3% | +3,535.3% | +667.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling