+740.1%
TEAM vs BNS
+272.4%
+467.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.0% | -5.9% | -6.6% |
| 7D | -5.7% | +1.8% | -7.5% | -6.2% |
| 30D | +18.3% | +4.5% | +13.9% | +16.1% |
| 3M | +80.2% | +15.8% | +64.4% | +69.5% |
| 6M | +111.0% | +31.5% | +79.5% | +87.9% |
| YTD | +8.8% | +28.6% | -19.8% | -2.7% |
| 1Y | +2.2% | +48.2% | -46.0% | -14.0% |
| 3Y | -14.6% | +130.8% | -145.4% | -40.6% |
| 5Y | -53.8% | +94.9% | -148.7% | -65.4% |
| 10Y | +475.2% | +179.6% | +295.7% | +288.0% |
| All | +740.1% | +272.4% | +467.7% | +410.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling