+36.0%
DIS vs BND
+14.3%
+21.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +5.3% | +0.4% | +4.9% | +5.1% |
| 30D | +10.2% | +2.0% | +8.3% | +9.3% |
| 3M | +13.5% | -0.4% | +13.9% | +13.7% |
| 6M | +11.1% | -0.9% | +12.0% | +11.5% |
| YTD | +5.5% | -0.3% | +5.8% | +5.8% |
| 1Y | +9.1% | 0.0% | +9.2% | +9.4% |
| 3Y | +36.0% | +15.1% | +20.9% | +40.5% |
| All | +36.0% | +14.3% | +21.7% | +40.5% |
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