+183.5%
TECH vs BNS
+187.0%
-3.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.6% |
| 7D | -0.5% | -2.2% | +1.7% | +0.5% |
| 30D | 0.0% | +4.5% | -4.5% | -2.2% |
| 3M | +37.4% | +14.9% | +22.6% | +28.6% |
| 6M | +36.9% | +32.5% | +4.4% | +19.9% |
| YTD | +23.1% | +28.6% | -5.5% | +9.1% |
| 1Y | +42.2% | +48.4% | -6.1% | +17.9% |
| 3Y | +1.9% | +130.8% | -128.9% | -31.1% |
| 5Y | -42.9% | +94.8% | -137.7% | -58.7% |
| All | +183.5% | +187.0% | -3.5% | +87.6% |
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