+76.4%
BND vs GEN
+412.7%
-336.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | 0.0% |
| 7D | -0.1% | -1.2% | +1.0% | -0.2% |
| 30D | -0.4% | +10.1% | -10.5% | -0.3% |
| 3M | -0.6% | +16.1% | -16.7% | -0.6% |
| 6M | -1.4% | +38.9% | -40.3% | -1.3% |
| YTD | -0.2% | +14.4% | -14.7% | -0.2% |
| 1Y | +1.3% | +5.9% | -4.6% | +1.3% |
| 3Y | +13.2% | +58.8% | -45.6% | +13.6% |
| 5Y | -1.6% | +24.7% | -26.2% | -1.3% |
| 10Y | +15.5% | +163.1% | -147.6% | +18.0% |
| All | +76.4% | +412.7% | -336.3% | +84.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling