+32.9%
DIS vs BND
+17.7%
+15.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.6% | -0.6% | +1.1% | +0.9% |
| 30D | +10.3% | +1.6% | +8.7% | +9.2% |
| 3M | +15.6% | -0.5% | +16.1% | +15.9% |
| 6M | +15.1% | -1.1% | +16.2% | +15.9% |
| YTD | +6.0% | -0.7% | +6.7% | +6.5% |
| 1Y | +5.7% | -0.7% | +6.3% | +6.2% |
| 3Y | +39.8% | +14.4% | +25.4% | +28.5% |
| 5Y | -23.9% | -1.1% | -22.8% | -24.1% |
| 10Y | +32.9% | +17.9% | +15.0% | +39.4% |
| All | +32.9% | +17.7% | +15.2% | +39.4% |
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