+1,504.8%
ASML vs BND
+17.0%
+1,487.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | -0.8% | +0.4% | -1.3% | -1.3% |
| 30D | -14.9% | +2.0% | -16.9% | -16.6% |
| 3M | -13.0% | -0.4% | -12.6% | -12.7% |
| 6M | -4.7% | -0.9% | -3.8% | -3.8% |
| YTD | +42.3% | -0.3% | +42.6% | +43.1% |
| 1Y | +49.7% | 0.0% | +49.7% | +50.1% |
| 3Y | +144.3% | +15.1% | +129.2% | +112.0% |
| 5Y | +86.4% | -1.5% | +87.9% | +83.5% |
| 10Y | +1,504.8% | +17.6% | +1,487.2% | +1,614.7% |
| All | +1,504.8% | +17.0% | +1,487.8% | +1,614.7% |
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