+207.0%
C vs BND
+17.2%
+189.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +4.2% | -1.4% | +5.6% | +4.5% |
| 30D | +2.0% | +0.6% | +1.4% | +1.8% |
| 3M | -10.1% | -1.6% | -8.5% | -9.8% |
| 6M | +1.0% | -1.5% | +2.5% | +1.3% |
| YTD | +8.5% | -1.5% | +9.9% | +8.8% |
| 1Y | +25.7% | -1.1% | +26.8% | +26.0% |
| 3Y | +216.0% | +13.6% | +202.4% | +208.3% |
| 5Y | +112.3% | -1.8% | +114.1% | +104.7% |
| All | +207.0% | +17.2% | +189.8% | +340.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling