+211.9%
B vs BND
+15.6%
+196.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.5% |
| 7D | +1.0% | -0.1% | +1.2% | +1.3% |
| 30D | +9.5% | -0.2% | +9.7% | +10.0% |
| 3M | +14.3% | -0.7% | +15.0% | +15.9% |
| 6M | -1.9% | -1.7% | -0.2% | +1.5% |
| YTD | +4.1% | -0.5% | +4.6% | +5.7% |
| 1Y | +56.1% | +0.4% | +55.8% | +56.0% |
| 3Y | +202.0% | +13.1% | +188.9% | +145.2% |
| 5Y | +158.8% | -2.1% | +160.9% | +173.4% |
| 10Y | +211.9% | +15.7% | +196.2% | +95.1% |
| All | +211.9% | +15.6% | +196.3% | +95.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling