+14.8%
BND vs GWW
+570.2%
-555.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.7% | -0.1% |
| 7D | -1.0% | -3.4% | +2.3% | -1.0% |
| 30D | -1.1% | -1.9% | +0.8% | -1.1% |
| 3M | -1.9% | -2.4% | +0.5% | -1.9% |
| 6M | -1.6% | +15.7% | -17.4% | -1.7% |
| YTD | -1.2% | +27.6% | -28.8% | -1.4% |
| 1Y | -0.7% | +27.2% | -27.9% | -0.9% |
| 3Y | +12.5% | +89.7% | -77.2% | +12.2% |
| 5Y | -2.5% | +223.9% | -226.5% | -2.8% |
| All | +14.8% | +570.2% | -555.3% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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