+565.7%
AMZN vs BND
+15.0%
+550.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +2.0% |
| 7D | -0.7% | -1.0% | +0.3% | 0.0% |
| 30D | -3.9% | -1.1% | -2.8% | -3.2% |
| 3M | +6.3% | -1.9% | +8.2% | +7.8% |
| 6M | +20.8% | -1.6% | +22.4% | +22.3% |
| YTD | +11.2% | -1.2% | +12.5% | +12.3% |
| 1Y | +11.7% | -0.7% | +12.4% | +12.4% |
| 3Y | +79.4% | +12.5% | +66.9% | +62.6% |
| 5Y | +48.0% | -2.5% | +50.6% | +42.0% |
| All | +565.7% | +15.0% | +550.7% | +586.7% |
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 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