+74.2%
BND vs NDAQ
+1,284.1%
-1,209.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | 0.0% | -0.1% |
| 7D | -1.4% | +1.3% | -2.7% | -1.4% |
| 30D | +0.6% | +18.0% | -17.4% | +0.7% |
| 3M | -1.6% | +11.5% | -13.1% | -1.6% |
| 6M | -1.5% | +21.1% | -22.6% | -1.5% |
| YTD | -1.5% | +12.8% | -14.3% | -1.4% |
| 1Y | -1.1% | +25.7% | -26.8% | -1.0% |
| 3Y | +13.6% | +116.8% | -103.2% | +14.1% |
| 5Y | -1.8% | +67.3% | -69.1% | -1.6% |
| 10Y | +17.0% | +473.3% | -456.3% | +19.5% |
| All | +74.2% | +1,284.1% | -1,209.9% | +81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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