+113.2%
WDC vs BNS
+52.0%
+61.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +3.0% | -9.7% | -9.0% |
| 7D | -18.3% | +2.0% | -20.3% | -19.6% |
| 30D | -26.7% | +7.8% | -34.4% | -30.9% |
| 3M | -40.9% | +11.7% | -52.6% | -46.5% |
| 6M | -26.8% | +28.2% | -55.0% | -40.8% |
| YTD | +88.2% | +34.8% | +53.4% | +42.1% |
| 1Y | +113.2% | +51.1% | +62.1% | +51.8% |
| All | +113.2% | +52.0% | +61.2% | +51.8% |
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 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