+63.9%
BND vs ACWI
+356.8%
-292.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | -0.1% | +0.5% | -0.6% | -0.2% |
| 30D | -0.4% | +0.9% | -1.2% | -0.4% |
| 3M | -0.6% | +2.4% | -3.0% | -0.6% |
| 6M | -1.4% | +12.4% | -13.8% | -1.5% |
| YTD | -0.2% | +15.2% | -15.4% | -0.3% |
| 1Y | +1.3% | +22.7% | -21.4% | +1.2% |
| 3Y | +13.2% | +75.8% | -62.6% | +13.0% |
| 5Y | -1.6% | +67.7% | -69.3% | -1.9% |
| 10Y | +15.5% | +229.0% | -213.5% | +16.5% |
| All | +63.9% | +356.8% | -292.9% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 all: compounded portfolio wealth divided by compounded ACWI 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…
all analysis · Full analysis span regression · 6 months rolling