+51.0%
ASML vs BND
-0.9%
+51.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.9% |
| 7D | +2.5% | -0.6% | +3.1% | +3.7% |
| 30D | -12.2% | +1.2% | -13.4% | -15.8% |
| 3M | -14.6% | -0.8% | -13.8% | -11.7% |
| 6M | -1.7% | -1.4% | -0.3% | +3.9% |
| YTD | +44.3% | -1.1% | +45.4% | +51.7% |
| 1Y | +51.0% | -1.0% | +52.0% | +58.5% |
| All | +51.0% | -0.9% | +51.9% | +58.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling