+2,342.7%
ASX vs BND
+76.8%
+2,266.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | -0.1% | -0.6% | -0.7% |
| 30D | +2.0% | -0.4% | +2.3% | +2.0% |
| 3M | -1.3% | -0.6% | -0.7% | -1.2% |
| 6M | +71.4% | -1.4% | +72.9% | +71.8% |
| YTD | +135.3% | -0.2% | +135.6% | +135.5% |
| 1Y | +267.5% | +1.3% | +266.2% | +267.3% |
| 3Y | +388.5% | +13.2% | +375.3% | +382.7% |
| 5Y | +417.1% | -1.6% | +418.7% | +401.0% |
| 10Y | +872.7% | +15.5% | +857.3% | +899.2% |
| All | +2,342.7% | +76.8% | +2,266.0% | +2,958.5% |
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 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