+444.5%
CORZ vs BND
+9.1%
+435.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.1% | +4.8% | +4.8% |
| 7D | +16.6% | +0.1% | +16.4% | +16.4% |
| 30D | -10.9% | -0.4% | -10.5% | -10.4% |
| 3M | -31.0% | -0.2% | -30.8% | -30.7% |
| 6M | +26.0% | -1.2% | +27.2% | +27.5% |
| YTD | +28.6% | -0.3% | +29.0% | +29.5% |
| 1Y | +34.5% | +0.4% | +34.1% | +34.8% |
| All | +444.5% | +9.1% | +435.3% | +414.5% |
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