+115.2%
WY vs BNS
+1,463.9%
-1,348.7%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | +0.1% |
| 7D | -1.7% | -1.3% | -0.4% | -0.8% |
| 30D | -9.9% | +4.0% | -13.9% | -12.9% |
| 3M | -7.5% | +13.8% | -21.3% | -16.7% |
| 6M | -5.1% | +32.7% | -37.8% | -23.8% |
| YTD | -2.1% | +27.6% | -29.7% | -19.4% |
| 1Y | -7.3% | +47.4% | -54.7% | -31.6% |
| 3Y | -22.6% | +129.0% | -151.6% | -59.7% |
| 5Y | -19.8% | +92.7% | -112.5% | -53.1% |
| 10Y | +9.6% | +182.1% | -172.5% | -51.0% |
| All | +115.2% | +1,463.9% | -1,348.7% | -72.5% |
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