-2.7%
BND vs BBY
+1.5%
-4.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.1% | -0.2% |
| 7D | -1.0% | +0.6% | -1.6% | -1.0% |
| 30D | -1.1% | +9.4% | -10.5% | -1.4% |
| 3M | -1.9% | +19.3% | -21.2% | -2.4% |
| 6M | -1.6% | +47.9% | -49.5% | -2.8% |
| YTD | -1.2% | +39.6% | -40.8% | -2.3% |
| 1Y | -0.7% | +22.2% | -22.9% | -1.5% |
| 3Y | +12.5% | +45.0% | -32.5% | +10.4% |
| All | -2.7% | +1.5% | -4.2% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling