-2.7%
BND vs INDA
+5.7%
-8.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.1% |
| 7D | -1.0% | -2.7% | +1.7% | -0.9% |
| 30D | -1.1% | -2.8% | +1.6% | -1.0% |
| 3M | -1.9% | +1.6% | -3.5% | -2.0% |
| 6M | -1.6% | -1.4% | -0.2% | -1.6% |
| YTD | -1.2% | -10.1% | +8.9% | -0.8% |
| 1Y | -0.7% | -8.8% | +8.0% | -0.4% |
| 3Y | +12.5% | +7.6% | +4.9% | +11.8% |
| All | -2.7% | +5.7% | -8.4% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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