+14.8%
BND vs TRGP
+863.3%
-848.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | -1.0% | +0.1% | -1.1% | -1.0% |
| 30D | -1.1% | +8.0% | -9.2% | -1.2% |
| 3M | -1.9% | +8.3% | -10.1% | -2.0% |
| 6M | -1.6% | +23.9% | -25.5% | -1.9% |
| YTD | -1.2% | +59.6% | -60.9% | -1.8% |
| 1Y | -0.7% | +79.4% | -80.2% | -1.4% |
| 3Y | +12.5% | +269.4% | -256.9% | +10.6% |
| 5Y | -2.5% | +641.6% | -644.2% | -5.1% |
| All | +14.8% | +863.3% | -848.4% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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