-41.8%
TECH vs BNS
+93.4%
-135.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.4% |
| 7D | -0.1% | -1.3% | +1.2% | +0.7% |
| 30D | +0.3% | +4.0% | -3.7% | -2.5% |
| 3M | +32.9% | +13.8% | +19.1% | +21.9% |
| 6M | +32.1% | +32.7% | -0.6% | +9.4% |
| YTD | +23.4% | +27.6% | -4.2% | +4.5% |
| 1Y | +34.1% | +47.4% | -13.3% | +2.9% |
| 3Y | +2.2% | +129.0% | -126.8% | -42.5% |
| 5Y | -41.8% | +92.7% | -134.5% | -61.4% |
| All | -41.8% | +93.4% | -135.2% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling