+1,278.1%
ALNY vs BND
+75.1%
+1,203.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.4% | -4.1% |
| 7D | -6.4% | -0.9% | -5.5% | -6.5% |
| 30D | +11.9% | -1.0% | +12.8% | +11.8% |
| 3M | -15.0% | -1.2% | -13.8% | -15.1% |
| 6M | -23.2% | -2.0% | -21.2% | -23.4% |
| YTD | -37.8% | -1.2% | -36.6% | -37.8% |
| 1Y | -47.3% | -0.5% | -46.8% | -47.3% |
| 3Y | +22.9% | +12.4% | +10.5% | +25.3% |
| 5Y | +30.6% | -2.5% | +33.1% | +19.8% |
| 10Y | +254.6% | +15.0% | +239.7% | +299.2% |
| All | +1,278.1% | +75.1% | +1,203.0% | +1,878.2% |
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