+1,670.8%
ASML vs BND
+15.0%
+1,655.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.1% | +4.1% |
| 7D | +1.1% | -0.1% | +1.3% | +1.3% |
| 30D | +2.2% | -0.4% | +2.5% | +2.5% |
| 3M | -2.3% | -0.6% | -1.7% | -1.6% |
| 6M | +23.0% | -1.4% | +24.4% | +25.0% |
| YTD | +61.1% | -0.2% | +61.3% | +61.9% |
| 1Y | +129.1% | +1.3% | +127.8% | +127.3% |
| 3Y | +165.4% | +13.2% | +152.2% | +134.3% |
| 5Y | +109.5% | -1.6% | +111.0% | +106.9% |
| All | +1,670.8% | +15.0% | +1,655.9% | +1,849.1% |
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