+1,081.6%
TECH vs BNS
+1,485.2%
-403.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +0.1% | +0.9% | -0.8% | -0.2% |
| 30D | +0.5% | +2.8% | -2.2% | -0.6% |
| 3M | +1.1% | +3.0% | -1.9% | -0.3% |
| 6M | +62.8% | +23.3% | +39.6% | +50.5% |
| YTD | +24.5% | +29.3% | -4.9% | +12.8% |
| 1Y | +20.6% | +41.7% | -21.0% | +5.8% |
| 3Y | +29.5% | +147.7% | -118.3% | -6.7% |
| 5Y | -40.9% | +79.4% | -120.3% | -52.6% |
| 10Y | +189.5% | +188.5% | +1.0% | +95.2% |
| All | +1,081.6% | +1,485.2% | -403.6% | +256.9% |
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 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