+265.2%
SU vs BNS
+188.9%
+76.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.7% |
| 7D | +2.2% | -0.4% | +2.6% | +2.5% |
| 30D | +8.4% | +3.5% | +5.0% | +4.4% |
| 3M | +12.1% | +14.1% | -2.0% | -1.9% |
| 6M | +19.7% | +33.8% | -14.1% | -10.8% |
| YTD | +58.4% | +29.5% | +29.0% | +21.1% |
| 1Y | +67.2% | +48.4% | +18.8% | +11.6% |
| 3Y | +125.0% | +129.6% | -4.6% | -6.3% |
| 5Y | +355.1% | +96.1% | +259.0% | +118.9% |
| All | +265.2% | +188.9% | +76.3% | +18.9% |
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