+244.3%
DIA vs BND
+15.0%
+229.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -3.0% | -0.9% | -2.1% | -2.6% |
| 30D | -3.0% | -1.0% | -2.0% | -2.6% |
| 3M | +4.5% | -1.2% | +5.7% | +5.1% |
| 6M | +9.8% | -2.0% | +11.8% | +10.7% |
| YTD | +9.3% | -1.2% | +10.5% | +9.9% |
| 1Y | +16.0% | -0.5% | +16.4% | +16.3% |
| 3Y | +57.7% | +12.4% | +45.3% | +51.0% |
| 5Y | +63.8% | -2.5% | +66.2% | +62.0% |
| All | +244.3% | +15.0% | +229.2% | +273.3% |
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