+13.4%
BND vs FE
+48.5%
-35.1%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +0.1% | +0.6% | -0.5% | +0.1% |
| 30D | -0.4% | -2.1% | +1.8% | -0.2% |
| 3M | -0.2% | +2.6% | -2.9% | -0.5% |
| 6M | -1.2% | -6.8% | +5.6% | -0.6% |
| YTD | -0.3% | +6.9% | -7.2% | -1.0% |
| 1Y | +0.4% | +11.6% | -11.2% | -0.7% |
| 3Y | +13.4% | +47.7% | -34.3% | +8.1% |
| All | +13.4% | +48.5% | -35.1% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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