-1.9%
BND vs OPEN
-88.5%
+86.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.5% | +8.9% | -0.5% |
| 7D | -1.4% | -31.0% | +29.6% | -1.1% |
| 30D | +0.8% | -41.5% | +42.3% | +1.3% |
| 3M | -1.2% | -64.6% | +63.4% | -0.3% |
| 6M | -1.4% | -73.8% | +72.4% | -0.3% |
| YTD | -1.3% | -78.8% | +77.5% | -0.1% |
| 1Y | -1.2% | -86.8% | +85.6% | +0.4% |
| 3Y | +13.7% | -40.6% | +54.3% | +12.1% |
| 5Y | -1.7% | -94.7% | +93.0% | -2.6% |
| All | -1.9% | -88.5% | +86.6% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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