+391.9%
BAC vs BND
+15.0%
+376.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | -0.3% |
| 7D | -0.3% | -0.9% | +0.7% | -0.5% |
| 30D | -1.8% | -1.0% | -0.8% | -2.0% |
| 3M | +15.3% | -1.2% | +16.5% | +14.9% |
| 6M | +30.2% | -2.0% | +32.2% | +29.5% |
| YTD | +15.6% | -1.2% | +16.7% | +15.2% |
| 1Y | +27.5% | -0.5% | +27.9% | +27.3% |
| 3Y | +137.0% | +12.4% | +124.6% | +144.8% |
| 5Y | +75.6% | -2.5% | +78.1% | +58.8% |
| All | +391.9% | +15.0% | +376.8% | +632.6% |
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