+7,563.7%
WST vs BNS
+1,485.2%
+6,078.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.4% | +1.3% |
| 7D | +4.2% | +0.9% | +3.3% | +3.9% |
| 30D | +11.2% | +2.8% | +8.5% | +10.1% |
| 3M | +20.4% | +3.0% | +17.4% | +18.7% |
| 6M | +37.9% | +23.3% | +14.6% | +26.9% |
| YTD | +51.8% | +29.3% | +22.5% | +36.8% |
| 1Y | +56.6% | +41.7% | +14.9% | +36.3% |
| 3Y | +24.2% | +147.7% | -123.5% | -13.3% |
| 5Y | +0.7% | +79.4% | -78.7% | -21.0% |
| 10Y | +456.3% | +188.5% | +267.8% | +251.8% |
| All | +7,563.7% | +1,485.2% | +6,078.5% | +2,628.7% |
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