+2,926.4%
V vs BNS
+394.7%
+2,531.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.3% |
| 7D | -1.7% | +1.5% | -3.3% | -2.5% |
| 30D | +2.0% | +6.0% | -4.0% | -1.5% |
| 3M | +17.4% | +16.3% | +1.0% | +7.2% |
| 6M | +17.5% | +28.8% | -11.3% | +1.1% |
| YTD | +7.6% | +30.0% | -22.4% | -8.1% |
| 1Y | +7.7% | +50.7% | -43.0% | -15.5% |
| 3Y | +54.7% | +125.4% | -70.7% | -5.1% |
| 5Y | +73.0% | +94.2% | -21.2% | +14.5% |
| 10Y | +390.9% | +182.8% | +208.0% | +154.8% |
| All | +2,926.4% | +394.7% | +2,531.7% | +1,044.8% |
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