-2.5%
BND vs WU
-51.6%
+49.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.6% |
| 7D | -0.9% | -5.0% | +4.0% | -0.8% |
| 30D | -1.0% | -2.3% | +1.3% | -0.9% |
| 3M | -1.2% | -3.2% | +2.0% | -1.2% |
| 6M | -2.0% | -25.0% | +23.0% | -1.4% |
| YTD | -1.2% | -21.7% | +20.5% | -0.7% |
| 1Y | -0.5% | -9.0% | +8.5% | -0.4% |
| 3Y | +12.4% | -28.9% | +41.3% | +13.0% |
| 5Y | -2.5% | -51.0% | +48.6% | -1.9% |
| All | -2.5% | -51.6% | +49.1% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling