-2.7%
BND vs GNRC
-58.7%
+56.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.9% | -3.0% | -0.1% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -1.1% | -15.7% | +14.6% | -0.8% |
| 3M | -1.9% | -27.3% | +25.5% | -1.3% |
| 6M | -1.6% | -12.1% | +10.4% | -1.5% |
| YTD | -1.2% | +37.1% | -38.4% | -2.2% |
| 1Y | -0.7% | -0.5% | -0.3% | -1.1% |
| 3Y | +12.5% | +61.5% | -49.0% | +10.1% |
| All | -2.7% | -58.7% | +56.0% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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