+136.4%
BAC vs BND
+13.3%
+123.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | +1.2% | +0.1% | +1.0% | +1.1% |
| 30D | -0.7% | -0.4% | -0.4% | -0.6% |
| 3M | +16.9% | -0.2% | +17.2% | +17.1% |
| 6M | +29.6% | -1.2% | +30.8% | +30.2% |
| YTD | +15.3% | -0.3% | +15.6% | +15.4% |
| 1Y | +28.8% | +0.4% | +28.4% | +28.6% |
| 3Y | +136.4% | +13.4% | +123.0% | +113.4% |
| All | +136.4% | +13.3% | +123.1% | +113.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling