+365.4%
STX vs BNS
+50.5%
+315.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.5% | +7.0% |
| 7D | +2.4% | +1.5% | +0.8% | +1.2% |
| 30D | +1.4% | +6.0% | -4.6% | -1.9% |
| 3M | -8.2% | +16.3% | -24.6% | -15.0% |
| 6M | +127.0% | +27.3% | +99.7% | +97.4% |
| YTD | +209.1% | +28.5% | +180.6% | +168.2% |
| 1Y | +365.4% | +49.0% | +316.4% | +288.8% |
| All | +365.4% | +50.5% | +315.0% | +288.8% |
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