+1,665.8%
AMAT vs BND
+15.2%
+1,650.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.0% |
| 7D | +7.0% | +0.1% | +6.9% | +6.9% |
| 30D | -12.2% | -0.4% | -11.9% | -12.0% |
| 3M | -3.8% | -0.2% | -3.6% | -3.6% |
| 6M | +45.9% | -1.2% | +47.1% | +47.5% |
| YTD | +84.6% | -0.3% | +84.9% | +85.5% |
| 1Y | +193.4% | +0.4% | +193.0% | +193.3% |
| 3Y | +228.1% | +13.4% | +214.7% | +196.9% |
| 5Y | +268.9% | -1.5% | +270.5% | +266.4% |
| 10Y | +1,665.8% | +15.5% | +1,650.3% | +1,830.5% |
| All | +1,665.8% | +15.2% | +1,650.6% | +1,830.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling