+32.9%
WMB vs BNS
+50.5%
-17.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.2% |
| 7D | +0.6% | +1.5% | -1.0% | +0.4% |
| 30D | +3.3% | +6.0% | -2.7% | +2.8% |
| 3M | +3.1% | +16.3% | -13.2% | +1.3% |
| 6M | -0.7% | +27.3% | -28.0% | -3.6% |
| YTD | +25.2% | +28.5% | -3.3% | +21.3% |
| 1Y | +32.9% | +49.0% | -16.1% | +30.6% |
| All | +32.9% | +50.5% | -17.6% | +30.6% |
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