+696.9%
AVGO vs BND
-2.6%
+699.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | +1.1% | -1.0% | +2.2% | +1.8% |
| 30D | -13.0% | -1.1% | -11.9% | -12.3% |
| 3M | -6.0% | -1.9% | -4.1% | -4.8% |
| 6M | +6.4% | -1.6% | +8.0% | +7.7% |
| YTD | +5.0% | -1.2% | +6.2% | +6.0% |
| 1Y | +1.4% | -0.7% | +2.1% | +2.1% |
| 3Y | +336.8% | +12.5% | +324.3% | +302.9% |
| All | +696.9% | -2.6% | +699.5% | +650.4% |
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