+12.6%
BND vs UL
+19.9%
-7.3%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.7% | -0.5% |
| 7D | -0.9% | -4.1% | +3.1% | -0.6% |
| 30D | -1.0% | -1.2% | +0.2% | -0.9% |
| 3M | -1.2% | +6.0% | -7.2% | -1.7% |
| 6M | -2.0% | -5.5% | +3.5% | -1.6% |
| YTD | -1.2% | -3.3% | +2.2% | -1.0% |
| 1Y | -0.5% | -9.8% | +9.3% | +0.2% |
| All | +12.6% | +19.9% | -7.3% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 3y: compounded portfolio wealth divided by compounded UL 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…
3y analysis · Full analysis span regression · 6 months rolling