+392.9%
BAC vs BND
+15.0%
+377.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | 0.0% | -1.0% | +1.0% | -0.2% |
| 30D | -2.8% | -1.1% | -1.7% | -3.0% |
| 3M | +14.2% | -1.9% | +16.1% | +13.7% |
| 6M | +30.5% | -1.6% | +32.2% | +30.0% |
| YTD | +15.8% | -1.2% | +17.1% | +15.4% |
| 1Y | +26.2% | -0.7% | +26.9% | +25.9% |
| 3Y | +136.5% | +12.5% | +124.0% | +144.4% |
| 5Y | +75.9% | -2.5% | +78.5% | +59.1% |
| All | +392.9% | +15.0% | +377.9% | +634.0% |
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