+1,376.8%
STX vs BNS
+127.2%
+1,249.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.6% |
| 7D | +9.6% | -1.3% | +10.9% | +10.3% |
| 30D | +10.6% | +4.0% | +6.6% | +8.1% |
| 3M | +4.8% | +13.8% | -9.0% | -2.4% |
| 6M | +137.3% | +32.7% | +104.6% | +102.9% |
| YTD | +222.5% | +27.6% | +194.9% | +180.1% |
| 1Y | +366.2% | +47.4% | +318.8% | +273.8% |
| All | +1,376.8% | +127.2% | +1,249.7% | +850.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling