+280.0%
RTX vs BNS
+187.0%
+93.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.2% |
| 7D | -2.0% | -2.2% | +0.2% | -0.6% |
| 30D | -11.2% | +4.5% | -15.7% | -14.0% |
| 3M | +12.0% | +14.9% | -2.8% | +1.7% |
| 6M | -3.6% | +32.5% | -36.0% | -20.5% |
| YTD | +9.2% | +28.6% | -19.4% | -8.4% |
| 1Y | +29.7% | +48.4% | -18.6% | -1.2% |
| 3Y | +152.0% | +130.8% | +21.2% | +37.3% |
| 5Y | +165.8% | +94.8% | +71.0% | +60.2% |
| All | +280.0% | +187.0% | +93.0% | +70.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling