-1.1%
BND vs XRT
+12.7%
-13.8%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -1.4% | +1.7% | -3.2% | -1.6% |
| 30D | +0.6% | +7.5% | -6.9% | -0.1% |
| 3M | -1.6% | +2.2% | -3.8% | -1.9% |
| 6M | -1.5% | +14.7% | -16.2% | -2.8% |
| YTD | -1.5% | +7.5% | -9.0% | -2.6% |
| 1Y | -1.1% | +14.1% | -15.2% | -2.6% |
| All | -1.1% | +12.7% | -13.8% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1y: compounded portfolio wealth divided by compounded XRT 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…
1y analysis · Full analysis span regression · 6 months rolling