+14.8%
BND vs BEN
+56.6%
-41.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | -1.0% | -3.1% | +2.1% | -1.0% |
| 30D | -1.1% | +0.2% | -1.3% | -1.1% |
| 3M | -1.9% | +6.8% | -8.7% | -2.0% |
| 6M | -1.6% | +38.1% | -39.7% | -2.1% |
| YTD | -1.2% | +44.3% | -45.6% | -1.7% |
| 1Y | -0.7% | +42.6% | -43.3% | -1.2% |
| 3Y | +12.5% | +52.3% | -39.8% | +11.8% |
| 5Y | -2.5% | +37.6% | -40.2% | -3.4% |
| All | +14.8% | +56.6% | -41.8% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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