+15.7%
BND vs RY
+372.5%
-356.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.2% |
| 7D | -0.1% | -0.5% | +0.4% | -0.1% |
| 30D | -0.2% | -1.9% | +1.7% | -0.2% |
| 3M | -0.7% | +5.1% | -5.8% | -0.9% |
| 6M | -1.7% | +28.2% | -29.8% | -2.6% |
| YTD | -0.5% | +22.9% | -23.4% | -1.4% |
| 1Y | +0.4% | +45.5% | -45.1% | -1.2% |
| 3Y | +13.1% | +156.7% | -143.6% | +9.0% |
| 5Y | -2.1% | +137.7% | -139.8% | -5.6% |
| 10Y | +15.7% | +375.5% | -359.8% | +9.0% |
| All | +15.7% | +372.5% | -356.8% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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