-1.5%
BND vs OPEN
-84.0%
+82.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.5% | -0.1% |
| 7D | +0.1% | +1.0% | -0.8% | +0.1% |
| 30D | -0.4% | -11.9% | +11.6% | -0.2% |
| 3M | -0.2% | -28.8% | +28.5% | 0.0% |
| 6M | -1.2% | -38.6% | +37.4% | -0.8% |
| YTD | -0.3% | -47.3% | +47.0% | +0.1% |
| 1Y | +0.4% | -49.2% | +49.6% | +0.5% |
| 3Y | +13.4% | -18.8% | +32.2% | +11.4% |
| 5Y | -1.5% | -83.6% | +82.1% | -3.6% |
| All | -1.5% | -84.0% | +82.5% | -3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling