+551.8%
DIA vs BND
+76.8%
+475.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.5% |
| 7D | -0.2% | -0.1% | 0.0% | -0.2% |
| 30D | -1.5% | -0.4% | -1.2% | -1.5% |
| 3M | +3.8% | -0.6% | +4.4% | +3.7% |
| 6M | +10.3% | -1.4% | +11.7% | +10.2% |
| YTD | +12.1% | -0.2% | +12.3% | +12.1% |
| 1Y | +18.6% | +1.3% | +17.4% | +18.8% |
| 3Y | +60.6% | +13.2% | +47.5% | +62.4% |
| 5Y | +64.4% | -1.6% | +66.0% | +59.1% |
| 10Y | +250.1% | +15.5% | +234.6% | +269.2% |
| All | +551.8% | +76.8% | +475.1% | +696.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling