+570.0%
AVGO vs BND
-1.7%
+571.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.1% | -4.6% | -4.7% |
| 7D | +18.2% | -1.4% | +19.6% | +19.1% |
| 30D | +0.2% | +0.6% | -0.4% | -0.4% |
| 3M | -16.8% | -1.6% | -15.2% | -16.0% |
| 6M | -16.5% | -1.5% | -14.9% | -15.7% |
| YTD | +0.8% | -1.5% | +2.3% | +1.8% |
| 1Y | +2.8% | -1.1% | +3.9% | +3.6% |
| 3Y | +278.5% | +13.6% | +264.9% | +245.6% |
| All | +570.0% | -1.7% | +571.8% | +510.9% |
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