+28.9%
UUUU vs BNS
+50.5%
-21.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +2.6% |
| 7D | -1.4% | +1.5% | -2.9% | -3.8% |
| 30D | +16.3% | +6.0% | +10.4% | +6.1% |
| 3M | -16.7% | +16.3% | -33.0% | -36.7% |
| 6M | -33.7% | +27.3% | -61.0% | -57.5% |
| YTD | -0.5% | +28.5% | -29.0% | -36.6% |
| 1Y | +28.9% | +49.0% | -20.2% | -35.9% |
| All | +28.9% | +50.5% | -21.6% | -35.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling