+515.6%
AZN vs BND
+75.1%
+440.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.4% | +1.8% |
| 7D | -3.1% | -0.9% | -2.2% | -3.0% |
| 30D | +0.6% | -1.0% | +1.5% | +0.7% |
| 3M | -10.8% | -1.2% | -9.6% | -10.6% |
| 6M | -18.1% | -2.0% | -16.1% | -17.8% |
| YTD | -12.3% | -1.2% | -11.1% | -12.1% |
| 1Y | -0.2% | -0.5% | +0.3% | 0.0% |
| 3Y | +23.4% | +12.4% | +10.9% | +22.6% |
| 5Y | +56.4% | -2.5% | +58.8% | +51.5% |
| 10Y | +225.7% | +15.0% | +210.7% | +233.4% |
| All | +515.6% | +75.1% | +440.5% | +623.9% |
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 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