+14.8%
BND vs TRMB
+121.9%
-107.0%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.1% |
| 7D | -1.0% | -3.0% | +2.0% | -0.9% |
| 30D | -1.1% | +2.3% | -3.4% | -1.2% |
| 3M | -1.9% | +15.3% | -17.2% | -2.2% |
| 6M | -1.6% | -14.7% | +13.1% | -1.3% |
| YTD | -1.2% | -26.4% | +25.2% | -0.6% |
| 1Y | -0.7% | -30.4% | +29.7% | 0.0% |
| 3Y | +12.5% | +13.5% | -1.0% | +11.7% |
| 5Y | -2.5% | -38.6% | +36.0% | -2.2% |
| All | +14.8% | +121.9% | -107.0% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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