+72.3%
BA vs BND
+15.2%
+57.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | +2.5% | +0.1% | +2.3% | +2.3% |
| 30D | -10.1% | -0.4% | -9.8% | -9.8% |
| 3M | -2.4% | -0.2% | -2.2% | -2.0% |
| 6M | -8.8% | -1.2% | -7.6% | -7.5% |
| YTD | -2.9% | -0.3% | -2.6% | -2.3% |
| 1Y | -8.8% | +0.4% | -9.2% | -8.8% |
| 3Y | -0.3% | +13.4% | -13.7% | -12.4% |
| 5Y | -0.3% | -1.5% | +1.2% | +2.8% |
| 10Y | +72.3% | +15.5% | +56.9% | +105.2% |
| All | +72.3% | +15.2% | +57.1% | +105.2% |
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 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