-24.5%
ADSK vs BND
-2.6%
-21.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -2.5% | -1.0% | -1.5% | -1.4% |
| 30D | -14.9% | -1.1% | -13.8% | -13.8% |
| 3M | +3.3% | -1.9% | +5.2% | +5.5% |
| 6M | -15.7% | -1.6% | -14.0% | -14.2% |
| YTD | -28.2% | -1.2% | -27.0% | -27.3% |
| 1Y | -34.5% | -0.7% | -33.8% | -34.0% |
| 3Y | -2.9% | +12.5% | -15.4% | -16.5% |
| All | -24.5% | -2.6% | -21.9% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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