+337.5%
AMD vs BND
-1.3%
+338.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +2.6% | -0.1% | +2.7% | +2.7% |
| 30D | -0.9% | -0.4% | -0.6% | -0.6% |
| 3M | -8.7% | -0.6% | -8.1% | -8.1% |
| 6M | +136.3% | -1.4% | +137.8% | +140.0% |
| YTD | +123.0% | -0.2% | +123.2% | +124.2% |
| 1Y | +195.2% | +1.3% | +193.9% | +192.7% |
| 3Y | +336.3% | +13.2% | +323.2% | +283.9% |
| All | +337.5% | -1.3% | +338.9% | +266.9% |
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