+13.4%
BND vs FDX
+62.0%
-48.6%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | -0.1% |
| 7D | +0.1% | -3.3% | +3.4% | +0.2% |
| 30D | -0.4% | -1.4% | +1.0% | -0.3% |
| 3M | -0.2% | -4.5% | +4.3% | -0.2% |
| 6M | -1.2% | +9.4% | -10.6% | -1.3% |
| YTD | -0.3% | +36.0% | -36.3% | -0.5% |
| 1Y | +0.4% | +75.5% | -75.1% | 0.0% |
| 3Y | +13.4% | +62.8% | -49.4% | +12.5% |
| All | +13.4% | +62.0% | -48.6% | +12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling