+199.0%
AMD vs BND
-1.4%
+200.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.1% | +11.1% | +11.1% |
| 7D | -11.0% | 0.0% | -11.1% | -11.1% |
| 30D | -30.5% | +2.3% | -32.7% | -32.1% |
| 3M | -8.2% | -0.2% | -8.0% | -8.1% |
| 6M | +6.6% | -1.0% | +7.5% | +7.7% |
| YTD | +109.7% | -0.4% | +110.0% | +111.0% |
| 1Y | +88.9% | -0.1% | +89.0% | +89.7% |
| 3Y | +301.8% | +15.1% | +286.7% | +246.4% |
| All | +199.0% | -1.4% | +200.4% | +137.5% |
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 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