+45.2%
AMZN vs BND
-2.6%
+47.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.4% |
| 7D | -2.7% | -0.9% | -1.8% | -1.9% |
| 30D | -7.5% | -1.0% | -6.5% | -6.7% |
| 3M | +5.8% | -1.2% | +7.1% | +7.1% |
| 6M | +17.5% | -2.0% | +19.5% | +19.8% |
| YTD | +9.1% | -1.2% | +10.3% | +10.4% |
| 1Y | +9.4% | -0.5% | +9.8% | +9.9% |
| 3Y | +82.2% | +12.4% | +69.8% | +58.4% |
| 5Y | +45.2% | -2.5% | +47.7% | +23.2% |
| All | +45.2% | -2.6% | +47.8% | +23.2% |
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