+163.3%
BA vs BND
+76.5%
+86.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +1.1% | 0.0% | +1.0% | +1.1% |
| 30D | -7.9% | +2.3% | -10.2% | -8.4% |
| 3M | -25.3% | -0.2% | -25.1% | -25.3% |
| 6M | -24.6% | -1.0% | -23.6% | -24.4% |
| YTD | -20.1% | -0.4% | -19.8% | -20.0% |
| 1Y | -11.8% | -0.1% | -11.6% | -11.7% |
| 3Y | -10.1% | +15.1% | -25.2% | -11.9% |
| 5Y | -22.7% | -1.5% | -21.2% | -25.2% |
| 10Y | +35.1% | +16.0% | +19.0% | +44.7% |
| All | +163.3% | +76.5% | +86.8% | +254.5% |
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