+22.3%
DIS vs BND
+15.6%
+6.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | -3.5% | -0.1% | -3.4% | -3.4% |
| 30D | +1.0% | -0.2% | +1.2% | +1.1% |
| 3M | +5.7% | -0.7% | +6.4% | +6.2% |
| 6M | +3.3% | -1.7% | +4.9% | +4.4% |
| YTD | -7.7% | -0.5% | -7.2% | -7.3% |
| 1Y | -10.0% | +0.4% | -10.3% | -10.0% |
| 3Y | +31.7% | +13.1% | +18.6% | +22.2% |
| 5Y | -42.2% | -2.1% | -40.1% | -42.1% |
| 10Y | +22.3% | +15.7% | +6.6% | +26.0% |
| All | +22.3% | +15.6% | +6.8% | +26.0% |
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 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