+12,177.6%
AMZN vs BND
+76.6%
+12,101.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -6.4% | -0.4% | -6.0% | -6.4% |
| 3M | +4.8% | -0.2% | +5.0% | +4.8% |
| 6M | +20.5% | -1.2% | +21.7% | +20.3% |
| YTD | +11.3% | -0.3% | +11.6% | +11.3% |
| 1Y | +9.0% | +0.4% | +8.6% | +9.0% |
| 3Y | +85.9% | +13.4% | +72.5% | +88.6% |
| 5Y | +45.8% | -1.5% | +47.3% | +35.2% |
| 10Y | +555.5% | +15.5% | +540.0% | +609.1% |
| All | +12,177.6% | +76.6% | +12,101.0% | +21,419.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling