+17.5%
BND vs FDX
+155.8%
-138.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.1% |
| 7D | -1.4% | +5.2% | -6.6% | -1.5% |
| 30D | +0.6% | +11.3% | -10.7% | +0.5% |
| 3M | -1.6% | -4.1% | +2.5% | -1.6% |
| 6M | -1.5% | +9.6% | -11.2% | -1.6% |
| YTD | -1.5% | +40.9% | -42.4% | -1.7% |
| 1Y | -1.1% | +53.0% | -54.1% | -1.4% |
| 3Y | +13.6% | +74.1% | -60.5% | +13.1% |
| 5Y | -1.8% | +75.1% | -76.9% | -2.5% |
| All | +17.5% | +155.8% | -138.4% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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