-1.3%
BND vs D
+5.6%
-6.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.5% | +0.1% |
| 7D | -0.1% | +1.5% | -1.6% | -0.2% |
| 30D | -0.4% | -2.6% | +2.2% | -0.2% |
| 3M | -0.6% | 0.0% | -0.6% | -0.7% |
| 6M | -1.4% | +7.4% | -8.8% | -2.0% |
| YTD | -0.2% | +15.9% | -16.1% | -1.4% |
| 1Y | +1.3% | +18.1% | -16.8% | 0.0% |
| 3Y | +13.2% | +58.4% | -45.2% | +8.9% |
| All | -1.3% | +5.6% | -6.9% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling