+16.7%
BABA vs BND
+15.2%
+1.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -12.3% | -0.4% | -11.9% | -12.1% |
| 3M | -5.3% | -0.2% | -5.1% | -5.2% |
| 6M | -13.1% | -1.2% | -11.9% | -12.6% |
| YTD | -22.4% | -0.3% | -22.1% | -22.3% |
| 1Y | -19.5% | +0.4% | -19.9% | -19.6% |
| 3Y | +32.9% | +13.4% | +19.5% | +25.6% |
| 5Y | -29.9% | -1.5% | -28.4% | -33.4% |
| 10Y | +16.7% | +15.5% | +1.3% | +19.4% |
| All | +16.7% | +15.2% | +1.5% | +19.4% |
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