+494.4%
TEAM vs BNS
+188.9%
+305.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.2% |
| 7D | -5.2% | -0.4% | -4.8% | -5.0% |
| 30D | +15.8% | +3.5% | +12.3% | +14.0% |
| 3M | +101.5% | +14.1% | +87.4% | +90.4% |
| 6M | +138.2% | +33.8% | +104.4% | +110.0% |
| YTD | +10.8% | +29.5% | -18.6% | -1.4% |
| 1Y | +1.7% | +48.4% | -46.7% | -14.8% |
| 3Y | -16.0% | +129.6% | -145.6% | -42.2% |
| 5Y | -52.7% | +96.1% | -148.8% | -65.0% |
| All | +494.4% | +188.9% | +305.6% | +280.9% |
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