+1,959.8%
ASX vs BND
+76.5%
+1,883.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.1% | +6.5% | +6.4% |
| 7D | -19.9% | 0.0% | -20.0% | -19.9% |
| 30D | -30.9% | +2.3% | -33.1% | -31.2% |
| 3M | -15.1% | -0.2% | -14.9% | -15.1% |
| 6M | -6.5% | -1.0% | -5.5% | -6.3% |
| YTD | +98.4% | -0.4% | +98.8% | +98.7% |
| 1Y | +107.9% | -0.1% | +108.0% | +108.1% |
| 3Y | +325.3% | +15.1% | +310.2% | +320.2% |
| 5Y | +447.3% | -1.5% | +448.8% | +430.6% |
| 10Y | +763.2% | +16.0% | +747.2% | +791.1% |
| All | +1,959.8% | +76.5% | +1,883.3% | +2,479.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling