+15.7%
BND vs URI
+1,196.9%
-1,181.2%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.6% | -0.2% |
| 7D | -0.1% | +5.0% | -5.1% | -0.2% |
| 30D | -0.2% | -9.4% | +9.2% | -0.2% |
| 3M | -0.7% | -5.8% | +5.1% | -0.7% |
| 6M | -1.7% | +25.8% | -27.5% | -1.8% |
| YTD | -0.5% | +27.9% | -28.4% | -0.7% |
| 1Y | +0.4% | +9.7% | -9.4% | +0.2% |
| 3Y | +13.1% | +128.0% | -114.8% | +12.4% |
| 5Y | -2.1% | +212.4% | -214.5% | -2.9% |
| 10Y | +15.7% | +1,271.8% | -1,256.1% | +16.8% |
| All | +15.7% | +1,196.9% | -1,181.2% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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