+415.3%
ASX vs BND
-1.4%
+416.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.1% | +6.5% | +6.5% |
| 7D | -19.9% | 0.0% | -20.0% | -20.0% |
| 30D | -30.9% | +2.3% | -33.1% | -32.1% |
| 3M | -15.1% | -0.2% | -14.9% | -15.0% |
| 6M | -6.5% | -1.0% | -5.5% | -5.8% |
| YTD | +98.4% | -0.4% | +98.8% | +99.4% |
| 1Y | +107.9% | -0.1% | +108.0% | +108.6% |
| 3Y | +325.3% | +15.1% | +310.2% | +288.7% |
| All | +415.3% | -1.4% | +416.7% | +348.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling