+957.1%
WDC vs BNS
+92.5%
+864.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.8% | -5.2% | -5.1% |
| 7D | +4.4% | -2.2% | +6.6% | +6.3% |
| 30D | +5.3% | +4.5% | +0.8% | +1.1% |
| 3M | -5.9% | +14.9% | -20.8% | -16.6% |
| 6M | +73.2% | +32.5% | +40.8% | +35.9% |
| YTD | +167.8% | +28.6% | +139.2% | +114.6% |
| 1Y | +386.0% | +48.4% | +337.6% | +243.8% |
| 3Y | +1,309.7% | +130.8% | +1,178.9% | +555.7% |
| 5Y | +957.1% | +94.8% | +862.3% | +514.9% |
| All | +957.1% | +92.5% | +864.6% | +514.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling