+76.1%
BND vs URI
+3,227.8%
-3,151.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.1% |
| 7D | 0.0% | -9.8% | +9.8% | 0.0% |
| 30D | +2.3% | +1.7% | +0.5% | +2.3% |
| 3M | -0.2% | -9.1% | +8.8% | -0.2% |
| 6M | -1.0% | +9.9% | -10.8% | -0.9% |
| YTD | -0.4% | +31.2% | -31.6% | -0.2% |
| 1Y | -0.1% | +25.9% | -26.1% | 0.0% |
| 3Y | +15.1% | +147.4% | -132.3% | +15.8% |
| 5Y | -1.5% | +179.7% | -181.3% | -0.8% |
| 10Y | +16.0% | +1,419.5% | -1,403.5% | +19.1% |
| All | +76.1% | +3,227.8% | -3,151.7% | +82.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling