+15.5%
BND vs D
+35.9%
-20.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | +0.1% | +0.8% | -0.6% | +0.1% |
| 30D | -0.4% | -0.7% | +0.4% | -0.3% |
| 3M | -0.2% | +2.1% | -2.3% | -0.3% |
| 6M | -1.2% | +6.8% | -8.0% | -1.5% |
| YTD | -0.3% | +16.5% | -16.8% | -1.1% |
| 1Y | +0.4% | +19.2% | -18.8% | -0.5% |
| 3Y | +13.4% | +61.9% | -48.5% | +10.7% |
| 5Y | -1.5% | +6.5% | -8.1% | -2.5% |
| 10Y | +15.5% | +35.3% | -19.8% | +12.5% |
| All | +15.5% | +35.9% | -20.4% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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