+13.9%
BNDI vs SPY
+99.6%
-85.8%
-7.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -1.1% | -0.8% | -0.3% | -1.0% |
| 30D | -1.1% | -1.1% | 0.0% | -1.0% |
| 3M | -1.6% | +3.9% | -5.5% | -2.1% |
| 6M | -0.7% | +13.6% | -14.3% | -2.4% |
| YTD | 0.0% | +12.7% | -12.7% | -1.6% |
| 1Y | +0.9% | +17.5% | -16.6% | -1.2% |
| 3Y | +15.3% | +76.9% | -61.6% | +5.5% |
| All | +13.9% | +99.6% | -85.8% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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