+309.8%
BE vs BND
-0.6%
+310.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.1% | +6.7% | +6.8% |
| 7D | +9.0% | -1.0% | +10.1% | +11.1% |
| 30D | +16.3% | -1.1% | +17.4% | +18.8% |
| 3M | +10.8% | -1.9% | +12.7% | +13.8% |
| 6M | +73.2% | -1.6% | +74.8% | +75.3% |
| YTD | +217.4% | -1.2% | +218.6% | +227.8% |
| 1Y | +309.8% | -0.7% | +310.5% | +317.9% |
| All | +309.8% | -0.6% | +310.4% | +317.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling