+74.2%
BND vs GEN
+408.5%
-334.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -0.1% |
| 7D | -1.4% | +2.0% | -3.5% | -1.4% |
| 30D | +0.6% | +27.7% | -27.1% | +0.7% |
| 3M | -1.6% | +3.3% | -4.9% | -1.6% |
| 6M | -1.5% | +31.8% | -33.4% | -1.4% |
| YTD | -1.5% | +13.5% | -15.0% | -1.4% |
| 1Y | -1.1% | +16.0% | -17.1% | -1.0% |
| 3Y | +13.6% | +70.6% | -57.0% | +14.2% |
| 5Y | -1.8% | +32.1% | -33.9% | -1.5% |
| 10Y | +17.0% | +153.4% | -136.4% | +19.4% |
| All | +74.2% | +408.5% | -334.3% | +82.3% |
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