+365.7%
ALAB vs BND
+9.7%
+356.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.9% | -6.9% |
| 7D | +3.2% | +0.1% | +3.1% | +3.1% |
| 30D | -13.6% | -0.4% | -13.2% | -13.4% |
| 3M | -16.6% | -0.2% | -16.4% | -16.4% |
| 6M | +142.3% | -1.2% | +143.5% | +141.3% |
| YTD | +73.6% | -0.3% | +73.9% | +73.9% |
| 1Y | +33.7% | +0.4% | +33.3% | +34.3% |
| All | +365.7% | +9.7% | +356.0% | +348.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling