+76.2%
BND vs XHB
+270.1%
-193.9%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.4% | +2.3% | -0.1% |
| 7D | +0.1% | +0.2% | 0.0% | +0.1% |
| 30D | -0.4% | -9.1% | +8.7% | -0.3% |
| 3M | -0.2% | -2.3% | +2.1% | -0.2% |
| 6M | -1.2% | -4.1% | +3.0% | -1.2% |
| YTD | -0.3% | -1.7% | +1.4% | -0.3% |
| 1Y | +0.4% | -15.1% | +15.5% | +0.4% |
| 3Y | +13.4% | +26.8% | -13.4% | +13.5% |
| 5Y | -1.5% | +37.3% | -38.9% | -1.5% |
| 10Y | +15.5% | +205.7% | -190.2% | +17.2% |
| All | +76.2% | +270.1% | -193.9% | +83.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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