-1.1%
BND vs GEN
+35.2%
-36.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.1% |
| 7D | -0.6% | -0.8% | +0.2% | -0.5% |
| 30D | +1.6% | +31.2% | -29.6% | +0.6% |
| 3M | -0.5% | +6.1% | -6.6% | -0.8% |
| 6M | -1.1% | +38.1% | -39.2% | -2.3% |
| YTD | -0.7% | +14.4% | -15.1% | -1.4% |
| 1Y | -0.7% | +15.1% | -15.8% | -1.3% |
| 3Y | +14.4% | +68.5% | -54.1% | +11.8% |
| 5Y | -1.1% | +35.8% | -36.9% | -2.6% |
| All | -1.1% | +35.2% | -36.2% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 5y: compounded portfolio wealth divided by compounded GEN 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…
5y analysis · Full analysis span regression · 6 months rolling