+16.2%
BND vs DOC
+15.7%
+0.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | 0.0% | +6.5% | -6.4% | -0.3% |
| 30D | +2.3% | +9.2% | -6.9% | +1.7% |
| 3M | -0.2% | -2.5% | +2.3% | -0.1% |
| 6M | -1.0% | +7.1% | -8.0% | -1.4% |
| YTD | -0.4% | +33.0% | -33.4% | -2.2% |
| 1Y | -0.1% | +23.3% | -23.4% | -1.5% |
| 3Y | +15.1% | +44.9% | -29.8% | +12.1% |
| 5Y | -1.5% | -21.6% | +20.1% | -1.5% |
| All | +16.2% | +15.7% | +0.5% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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