+17.8%
AVGO vs BND
+1.4%
+16.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.1% |
| 7D | -3.0% | -0.1% | -2.8% | -2.6% |
| 30D | -14.4% | -0.4% | -14.1% | -13.6% |
| 3M | -14.4% | -0.6% | -13.8% | -12.9% |
| 6M | +13.1% | -1.4% | +14.6% | +17.3% |
| YTD | +3.8% | -0.2% | +4.0% | +3.1% |
| 1Y | +17.8% | +1.3% | +16.5% | +4.5% |
| All | +17.8% | +1.4% | +16.3% | +4.5% |
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