+138.3%
ADI vs BND
-2.6%
+140.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +4.9% | +4.9% |
| 7D | +4.6% | -1.0% | +5.6% | +5.4% |
| 30D | -1.2% | -1.1% | 0.0% | -0.3% |
| 3M | -7.8% | -1.9% | -5.9% | -6.4% |
| 6M | +19.3% | -1.6% | +21.0% | +21.1% |
| YTD | +40.9% | -1.2% | +42.2% | +42.5% |
| 1Y | +54.5% | -0.7% | +55.2% | +55.7% |
| 3Y | +123.4% | +12.5% | +110.9% | +102.2% |
| All | +138.3% | -2.6% | +140.9% | +113.9% |
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