+59.7%
DIA vs BND
+14.0%
+45.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.3% | +0.2% |
| 7D | +2.1% | -1.4% | +3.6% | +3.1% |
| 30D | +1.5% | +0.6% | +0.9% | +1.1% |
| 3M | -2.4% | -1.6% | -0.8% | -1.4% |
| 6M | +6.0% | -1.5% | +7.5% | +7.0% |
| YTD | +10.1% | -1.5% | +11.5% | +11.2% |
| 1Y | +11.8% | -1.1% | +12.9% | +12.7% |
| 3Y | +59.7% | +13.6% | +46.1% | +53.0% |
| All | +59.7% | +14.0% | +45.7% | +53.0% |
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