+146.5%
ASX vs BND
-0.5%
+147.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.4% | -4.4% | -4.8% |
| 7D | -14.6% | +0.4% | -15.0% | -15.5% |
| 30D | -21.1% | +2.3% | -23.4% | -26.7% |
| 3M | -3.1% | -1.0% | -2.1% | +1.8% |
| 6M | +17.4% | -0.9% | +18.2% | +23.4% |
| YTD | +135.3% | -0.9% | +136.2% | +148.4% |
| 1Y | +146.5% | -0.5% | +147.0% | +161.6% |
| All | +146.5% | -0.5% | +147.0% | +161.6% |
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