+28.5%
BND vs AMC
-97.5%
+125.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -0.7% |
| 7D | -0.1% | +5.5% | -5.6% | -0.1% |
| 30D | +1.3% | +16.1% | -14.8% | +1.3% |
| 3M | -0.7% | +43.0% | -43.7% | -0.8% |
| 6M | -1.6% | +130.7% | -132.3% | -1.7% |
| YTD | -1.0% | +121.8% | -122.8% | -1.1% |
| 1Y | -0.7% | +40.7% | -41.3% | -0.8% |
| 3Y | +14.1% | -56.8% | +70.9% | +14.0% |
| 5Y | -1.5% | -99.1% | +97.6% | -1.6% |
| 10Y | +17.3% | -98.7% | +116.0% | +15.4% |
| All | +28.5% | -97.5% | +125.9% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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