+668.0%
BE vs BND
+14.9%
+653.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.8% | -4.7% |
| 7D | +10.8% | -1.4% | +12.3% | +13.4% |
| 30D | -19.8% | +0.6% | -20.4% | -20.8% |
| 3M | -18.7% | -1.6% | -17.1% | -16.7% |
| 6M | -33.7% | -1.5% | -32.2% | -31.9% |
| YTD | +121.0% | -1.5% | +122.4% | +126.5% |
| 1Y | +85.4% | -1.1% | +86.5% | +88.8% |
| 3Y | +1,709.5% | +13.6% | +1,695.9% | +1,401.2% |
| 5Y | +462.2% | -1.8% | +464.0% | +439.3% |
| All | +668.0% | +14.9% | +653.1% | +989.9% |
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