+1,285.8%
WDC vs BNS
+130.5%
+1,155.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.6% | -3.4% |
| 7D | -4.3% | -0.4% | -3.9% | -4.1% |
| 30D | -1.5% | +3.5% | -4.9% | -3.9% |
| 3M | -15.5% | +14.1% | -29.6% | -22.8% |
| 6M | +66.5% | +33.8% | +32.7% | +37.1% |
| YTD | +159.9% | +29.5% | +130.4% | +117.8% |
| 1Y | +366.0% | +48.4% | +317.5% | +259.4% |
| 3Y | +1,285.8% | +129.6% | +1,156.2% | +713.0% |
| All | +1,285.8% | +130.5% | +1,155.3% | +713.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling