-21.2%
BSX vs BND
+12.5%
-33.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -10.1% | -1.0% | -9.1% | -9.6% |
| 30D | -16.4% | -1.1% | -15.3% | -15.9% |
| 3M | -8.9% | -1.9% | -7.0% | -8.1% |
| 6M | -38.3% | -1.6% | -36.6% | -37.7% |
| YTD | -54.9% | -1.2% | -53.7% | -54.6% |
| 1Y | -58.8% | -0.7% | -58.1% | -58.6% |
| 3Y | -21.2% | +12.5% | -33.7% | -25.4% |
| All | -21.2% | +12.5% | -33.7% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 3y: compounded portfolio wealth divided by compounded BND 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…
3y analysis · Full analysis span regression · 6 months rolling