+14.9%
BND vs FITB
+288.7%
-273.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.1% | -0.6% |
| 7D | -0.9% | -1.0% | +0.1% | -0.9% |
| 30D | -1.0% | -5.5% | +4.5% | -1.0% |
| 3M | -1.2% | +4.1% | -5.3% | -1.2% |
| 6M | -2.0% | +18.7% | -20.7% | -2.0% |
| YTD | -1.2% | +18.2% | -19.3% | -1.2% |
| 1Y | -0.5% | +23.7% | -24.1% | -0.4% |
| 3Y | +12.4% | +130.8% | -118.3% | +12.7% |
| 5Y | -2.5% | +69.8% | -72.3% | -2.3% |
| All | +14.9% | +288.7% | -273.8% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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