+973.2%
THC vs BNS
+188.9%
+784.3%
-71.7%
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% | -0.5% |
| 7D | -0.5% | -0.4% | -0.1% | -0.2% |
| 30D | -1.2% | +3.5% | -4.6% | -4.9% |
| 3M | +52.3% | +14.1% | +38.2% | +33.2% |
| 6M | +12.4% | +33.8% | -21.4% | -15.8% |
| YTD | +32.7% | +29.5% | +3.2% | +1.6% |
| 1Y | +36.4% | +48.4% | -12.0% | -9.1% |
| 3Y | +259.3% | +129.6% | +129.7% | +50.7% |
| 5Y | +262.7% | +96.1% | +166.6% | +75.3% |
| All | +973.2% | +188.9% | +784.3% | +264.1% |
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 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