+0.2%
BND vs DRI
+2.2%
-2.0%
-2.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.2% |
| 7D | -0.1% | -4.8% | +4.7% | 0.0% |
| 30D | -0.2% | -3.9% | +3.7% | -0.2% |
| 3M | -0.7% | +5.1% | -5.8% | -0.8% |
| 6M | -1.7% | +5.5% | -7.2% | -1.9% |
| YTD | -0.5% | +16.5% | -17.0% | -1.1% |
| All | +0.2% | +2.2% | -2.0% | 0.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling