+17.6%
BND vs DRI
+330.2%
-312.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.6% |
| 7D | -1.4% | -0.3% | -1.1% | -1.4% |
| 30D | +0.8% | +10.8% | -10.0% | +0.6% |
| 3M | -1.2% | +0.9% | -2.1% | -1.2% |
| 6M | -1.4% | +16.3% | -17.7% | -1.7% |
| YTD | -1.3% | +27.8% | -29.1% | -1.9% |
| 1Y | -1.2% | +33.9% | -35.1% | -1.9% |
| 3Y | +13.7% | +67.2% | -53.5% | +12.4% |
| 5Y | -1.7% | +79.0% | -80.7% | -3.1% |
| All | +17.6% | +330.2% | -312.6% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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