+505.0%
TRI vs BNS
+1,500.3%
-995.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.7% |
| 7D | -14.4% | -2.2% | -12.2% | -13.4% |
| 30D | -8.1% | +4.5% | -12.6% | -10.5% |
| 3M | +17.5% | +14.9% | +2.6% | +8.5% |
| 6M | -5.0% | +32.5% | -37.4% | -18.9% |
| YTD | -24.7% | +28.6% | -53.3% | -35.1% |
| 1Y | -41.5% | +48.4% | -89.9% | -53.3% |
| 3Y | -20.3% | +130.8% | -151.1% | -50.3% |
| 5Y | -10.9% | +94.8% | -105.7% | -40.5% |
| 10Y | +190.6% | +184.3% | +6.3% | +49.5% |
| All | +505.0% | +1,500.3% | -995.3% | +3.1% |
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