+60.7%
BMY vs BND
+15.0%
+45.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -4.8% | -1.0% | -3.7% | -4.5% |
| 30D | -0.1% | -1.1% | +1.0% | +0.3% |
| 3M | +13.1% | -1.9% | +15.0% | +13.8% |
| 6M | +8.4% | -1.6% | +10.0% | +8.9% |
| YTD | +22.0% | -1.2% | +23.2% | +22.5% |
| 1Y | +40.3% | -0.7% | +41.0% | +40.7% |
| 3Y | +20.5% | +12.5% | +8.0% | +18.1% |
| 5Y | +23.7% | -2.5% | +26.3% | +23.2% |
| All | +60.7% | +15.0% | +45.8% | +69.7% |
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