+17.5%
BND vs BUD
-2.1%
+19.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.2% |
| 7D | -1.4% | +1.0% | -2.5% | -1.5% |
| 30D | +0.6% | +6.7% | -6.1% | +0.4% |
| 3M | -1.6% | +5.7% | -7.3% | -1.8% |
| 6M | -1.5% | +5.8% | -7.4% | -1.7% |
| YTD | -1.5% | +34.4% | -35.9% | -2.2% |
| 1Y | -1.1% | +33.3% | -34.4% | -1.8% |
| 3Y | +13.6% | +48.8% | -35.2% | +12.4% |
| 5Y | -1.8% | +52.5% | -54.4% | -3.1% |
| All | +17.5% | -2.1% | +19.5% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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