+13.3%
BND vs BBWI
-47.8%
+61.2%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | -0.1% |
| 7D | -0.1% | -4.4% | +4.3% | -0.1% |
| 30D | -0.2% | -7.4% | +7.2% | -0.1% |
| 3M | -0.7% | -2.2% | +1.6% | -0.7% |
| 6M | -1.7% | -16.3% | +14.6% | -1.6% |
| YTD | -0.5% | -9.1% | +8.6% | -0.5% |
| 1Y | +0.4% | -34.5% | +34.9% | +0.7% |
| All | +13.3% | -47.8% | +61.2% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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