+14.8%
BND vs SPXU
-99.6%
+114.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | -0.1% |
| 7D | -1.0% | +2.5% | -3.5% | -1.0% |
| 30D | -1.1% | +4.2% | -5.3% | -1.1% |
| 3M | -1.9% | -9.3% | +7.4% | -2.0% |
| 6M | -1.6% | -30.7% | +29.1% | -2.1% |
| YTD | -1.2% | -28.1% | +26.9% | -1.7% |
| 1Y | -0.7% | -35.2% | +34.5% | -1.3% |
| 3Y | +12.5% | -79.9% | +92.4% | +10.3% |
| 5Y | -2.5% | -86.4% | +83.8% | -4.6% |
| All | +14.8% | -99.6% | +114.4% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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